MY Wealth Management’s Bentley Systems BSY Stock Holding History

MY Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Buy	44,429 +5,650	+15%	+$208K	1.69%	15
2025 Q4	$1.48M	Hold	38,779	–	–	1.29%	20
2025 Q3	$2M	Sell	38,779 -5,650	-13%	-$310K	1.75%	18
2025 Q2	$2.4M	Hold	44,429	–	–	2.3%	14
2025 Q1	$1.75M	Sell	44,429 -4,266	-9%	-$190K	1.69%	15
2024 Q4	$2.27M	Hold	48,695	–	–	2.27%	14
2024 Q3	$2.47M	Buy	48,695 +5,948	+14%	+$293K	2.51%	12
2024 Q2	$2.11M	Hold	42,747	–	–	2.4%	15
2024 Q1	$2.23M	Sell	42,747 -6,000	-12%	-$302K	2.46%	15
2023 Q4	$2.54M	Hold	48,747	–	–	2.39%	13
2023 Q3	$2.45M	Buy	48,747 +6,336	+15%	+$319K	2.43%	15
2023 Q2	$2.3M	Sell	42,411 -6,307	-13%	-$294K	2.1%	16
2023 Q1	$2.09M	Hold	48,718	–	–	2.1%	16
2022 Q4	$1.8M	Sell	48,718 -8,790	-15%	-$319K	2.74%	13
2022 Q3	$1.76M	Sell	57,508 -2,200	-4%	-$80.4K	1.89%	17
2022 Q2	$1.99M	Hold	59,708	–	–	2.15%	17
2022 Q1	$2.64M	Hold	59,708	–	–	2.44%	16
2021 Q4	$2.89M	Buy	+59,708	New	+$3.23M	2.54%	16

Other funds holding BSY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

MY Wealth Management's BSY Position: Q1 2026 in Review

MY Wealth Management increased its Bentley Systems (BSY) stake by 15% in Q1 2026, buying an estimated $208K and bringing the position to 44,429 shares worth $1.75M. The position accounts for 1.69% of the portfolio, ranked #15.

MY Wealth Management first reported a position in BSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q4 2021. 441 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

MY Wealth Management held 44,429 shares of Bentley Systems worth $1.75M as of Q1 2026.
MY Wealth Management bought 5,650 Bentley Systems shares in Q1 2026, an estimated $208K.
Bentley Systems made up 1.69% of MY Wealth Management's portfolio in Q1 2026, its #15 holding.
MY Wealth Management first reported a position in Bentley Systems in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's Bentley Systems position peaked at $2.89M in Q4 2021.
441 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.