PFA
BHP icon

Pathway Financial Advisers’s BHP BHP Stock Holding History

Pathway Financial Advisers’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,101
Closed -$200K – 182
2024
Q4 		$200K Buy
4,101
+4,033
+5,931% +$219K 0.07% 157
2024
Q3 		$4.25K Sell
68
-4,576
-99% -$253K ﹤0.01% 336
2024
Q2 		$265K Buy
4,644
+63
+1% +$3.66K 0.09% 146
2024
Q1 		$264K Sell
4,581
-776
-14% -$46.4K 0.1% 148
2023
Q4 		$366K Sell
5,357
-132
-2% -$7.97K 0.14% 135
2023
Q3 		$312K Buy
+5,489
New +$321K 0.13% 139
2023
Q1 		$332K Sell
5,230
-261
-5% -$16.8K 0.13% 137
2022
Q4 		$341K Buy
+5,491
New +$309K 0.14% 132

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pathway Financial Advisers's BHP Position: Q1 2025 in Review

Pathway Financial Advisers sold out of BHP (BHP) in Q1 2025, closing a stake of 4,101 shares — an estimated $200K sold.

Pathway Financial Advisers first reported a position in BHP in Q4 2022 and held it in 8 quarters. The position peaked at $366K in Q4 2023. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Pathway Financial Advisers reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 4,101 BHP shares in Q1 2025, an estimated $200K.
  • Pathway Financial Advisers first reported a position in BHP in Q4 2022 and held it in 8 quarters.
  • Pathway Financial Advisers's BHP position peaked at $366K in Q4 2023.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.