MBFW
BP icon

Morton Brown Family Wealth’s BP BP Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-69
Closed -$2.06K – 274
2025
Q2 		$2.06K Hold
69
– – ﹤0.01% 279
2025
Q1 		$2.33K Sell
69
-31
-31% -$1.01K ﹤0.01% 272
2024
Q4 		$2.96K Hold
100
– – ﹤0.01% 219
2024
Q3 		$3.14K Buy
+100
New +$3.38K ﹤0.01% 210

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morton Brown Family Wealth's BP Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of BP (BP) in Q3 2025, closing a stake of 69 shares — an estimated $2.06K sold.

Morton Brown Family Wealth first reported a position in BP in Q3 2024 and held it in 4 quarters. The position peaked at $3.14K in Q3 2024. 1,109 funds tracked by Wall St. Rank hold BP as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining BP position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 69 BP shares in Q3 2025, an estimated $2.06K.
  • Morton Brown Family Wealth first reported a position in BP in Q3 2024 and held it in 4 quarters.
  • Morton Brown Family Wealth's BP position peaked at $3.14K in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held BP as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.