Next Level Wealth Planning
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Next Level Wealth Planning’s BP BP Stock Holding History

Next Level Wealth Planning’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
Q3 		$5.1K Buy
+116
New +$4.98K ﹤0.01% 383

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Next Level Wealth Planning's BP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in BP (BP) in Q3 2026: 116 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Next Level Wealth Planning held 116 shares of BP worth $5.1K as of Q3 2026.
  • BP was a new Next Level Wealth Planning position in Q3 2026.
  • BP made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #383 holding.
  • 695 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.