Mosaic Financial Group’s BHP BHP Stock Holding History

Mosaic Financial Group’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$727K	Hold	10,000	–	–	0.52%	43
2025 Q4	$604K	Hold	10,000	–	–	0.41%	54
2025 Q3	$558K	Hold	10,000	–	–	0.4%	57
2025 Q2	$481K	Hold	10,000	–	–	0.37%	61
2025 Q1	$485K	Hold	10,000	–	–	0.39%	58
2024 Q4	$488K	Hold	10,000	–	–	0.35%	61
2024 Q3	$621K	Hold	10,000	–	–	0.44%	53
2024 Q2	$571K	Hold	10,000	–	–	0.41%	55
2024 Q1	$577K	Buy	+10,000	New	+$598K	0.46%	50

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Financial Group's BHP Position: Q1 2026 in Review

Mosaic Financial Group held its BHP (BHP) position steady in Q1 2026 at 10,000 shares worth $727K. The position accounts for 0.52% of the portfolio, ranked #43.

Mosaic Financial Group first reported a position in BHP in Q1 2024 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Mosaic Financial Group held 10,000 shares of BHP worth $727K as of Q1 2026.
Mosaic Financial Group left its BHP share count unchanged in Q1 2026.
BHP made up 0.52% of Mosaic Financial Group's portfolio in Q1 2026, its #43 holding.
Mosaic Financial Group first reported a position in BHP in Q1 2024 and has held it in 9 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.