N.E.W. Advisory Services’s Bentley Systems BSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05K Buy
+35
New +$1.14K ﹤0.01% 921
2026
Q1
Sell
-329
Closed -$12.6K 919
2025
Q4
$12.6K Hold
329
﹤0.01% 582
2025
Q3
$16.9K Hold
329
﹤0.01% 493
2025
Q2
$17.8K Hold
329
﹤0.01% 481
2025
Q1
$12.9K Buy
+329
New +$14.7K ﹤0.01% 561

Other funds holding BSY

N.E.W. Advisory Services's BSY Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Bentley Systems (BSY) in Q2 2026: 35 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in BSY as recently as Q4 2025.

N.E.W. Advisory Services first reported a position in BSY in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.8K in Q2 2025. 394 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • N.E.W. Advisory Services held 35 shares of Bentley Systems worth $1.05K as of Q2 2026.
  • Bentley Systems was a new N.E.W. Advisory Services position in Q2 2026.
  • Bentley Systems made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #921 holding.
  • N.E.W. Advisory Services first reported a position in Bentley Systems in Q1 2025 and has held it in 5 quarters since.
  • N.E.W. Advisory Services's Bentley Systems position peaked at $17.8K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.