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OneAscent Family Office’s BP BP Stock Holding History

OneAscent Family Office’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
Q2 		$216K Buy
5,859
+1,238
+27% +$54.3K 0.11% 229
2026
Q1 		$217K Buy
+4,621
New +$181K 0.15% 167

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OneAscent Family Office's BP Position: Q2 2026 in Review

OneAscent Family Office increased its BP (BP) stake by 27% in Q2 2026, buying an estimated $54.3K and bringing the position to 5,859 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #229.

OneAscent Family Office first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • OneAscent Family Office held 5,859 shares of BP worth $216K as of Q2 2026.
  • OneAscent Family Office bought 1,238 BP shares in Q2 2026, an estimated $54.3K.
  • BP made up 0.11% of OneAscent Family Office's portfolio in Q2 2026, its #229 holding.
  • OneAscent Family Office first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • OneAscent Family Office's BP position peaked at $217K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.