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OneAscent Financial Services’s BP BP Stock Holding History

OneAscent Financial Services’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 		$285K Sell
7,723
-1,402
-15% -$61.5K 0.01% 504
2026
Q1 		$429K Buy
+9,125
New +$357K 0.02% 374
2025
Q4 		– Sell
-5,879
Closed -$203K – 462
2025
Q3 		$203K Sell
5,879
-4,009
-41% -$134K 0.01% 474
2025
Q2 		$299K Sell
9,888
-9,076
-48% -$266K 0.02% 410
2025
Q1 		$642K Buy
18,964
+10,068
+113% +$329K 0.04% 286
2024
Q4 		$263K Buy
+8,896
New +$267K 0.02% 385
2024
Q3 		– Sell
-7,566
Closed -$273K – 196
2024
Q2 		$273K Sell
7,566
-262
-3% -$9.82K 0.04% 200
2024
Q1 		$297K Buy
7,828
+1,235
+19% +$44.3K 0.03% 291
2023
Q4 		$233K Buy
+6,593
New +$241K 0.03% 314

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 Financial Services's BP Position: Q2 2026 in Review

OneAscent Financial Services reduced its BP (BP) stake by 15% in Q2 2026, selling an estimated $61.5K and leaving 7,723 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #504.

OneAscent Financial Services first reported a position in BP in Q4 2023 and has held it in 9 quarters since. The position peaked at $642K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • OneAscent Financial Services held 7,723 shares of BP worth $285K as of Q2 2026.
  • OneAscent Financial Services sold 1,402 BP shares in Q2 2026, an estimated $61.5K.
  • BP made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #504 holding.
  • OneAscent Financial Services first reported a position in BP in Q4 2023 and has held it in 9 quarters since.
  • OneAscent Financial Services's BP position peaked at $642K in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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