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Midwest Trust’s BP BP Stock Holding History

Midwest Trust’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
28,577
-1,995
-7% -$87.5K 0.01% 353
2026
Q1 		$1.44M Sell
30,572
-2,884
-9% -$113K 0.02% 319
2025
Q4 		$1.16M Buy
33,456
+1,437
+4% +$50.4K 0.01% 325
2025
Q3 		$1.1M Sell
32,019
-2,646
-8% -$88.6K 0.01% 333
2025
Q2 		$1.04M Buy
+34,665
New +$1.02M 0.01% 339

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Midwest Trust's BP Position: Q2 2026 in Review

Midwest Trust reduced its BP (BP) stake by 6.5% in Q2 2026, selling an estimated $87.5K and leaving 28,577 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #353.

Midwest Trust first reported a position in BP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Midwest Trust held 28,577 shares of BP worth $1.06M as of Q2 2026.
  • Midwest Trust sold 1,995 BP shares in Q2 2026, an estimated $87.5K.
  • BP made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #353 holding.
  • Midwest Trust first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's BP position peaked at $1.44M in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.