Optimist Retirement Group’s BP BP Stock Holding History

Optimist Retirement Group’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	$3.49M	Buy	+79,291	New	+$3.4M	1.42%	13

Other funds holding BP

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Optimist Retirement Group's BP Position: Q3 2026 in Review

Optimist Retirement Group opened a new position in BP (BP) in Q3 2026: 79,291 shares worth $3.49M. The stake represents 1.42% of the portfolio and ranks #13 among its holdings.

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

Optimist Retirement Group held 79,291 shares of BP worth $3.49M as of Q3 2026.
BP was a new Optimist Retirement Group position in Q3 2026.
BP made up 1.42% of Optimist Retirement Group's portfolio in Q3 2026, its #13 holding.
494 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.