PP
BP icon

PDS Planning’s BP BP Stock Holding History

PDS 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
Q1 		$374K Sell
7,949
-1,068
-12% -$41.8K 0.02% 335
2025
Q4 		$313K Buy
9,017
+321
+4% +$11.3K 0.02% 371
2025
Q3 		$300K Sell
8,696
-274
-3% -$9.18K 0.02% 375
2025
Q2 		$268K Sell
8,970
-1,491
-14% -$43.7K 0.02% 386
2025
Q1 		$353K Buy
10,461
+1,300
+14% +$42.4K 0.03% 285
2024
Q4 		$271K Buy
9,161
+2,145
+31% +$64.4K 0.02% 320
2024
Q3 		$220K Sell
7,016
-1,183
-14% -$40K 0.02% 384
2024
Q2 		$296K Sell
8,199
-43
-0.5% -$1.61K 0.03% 260
2024
Q1 		$311K Buy
8,242
+958
+13% +$34.4K 0.03% 253
2023
Q4 		$258K Sell
7,284
-396
-5% -$14.5K 0.03% 270
2023
Q3 		$297K Buy
7,680
+386
+5% +$14.3K 0.04% 217
2023
Q2 		$257K Sell
7,294
-100
-1% -$3.7K 0.03% 244
2023
Q1 		$281K Buy
+7,394
New +$276K 0.04% 211

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PDS Planning's BP Position: Q1 2026 in Review

PDS Planning reduced its BP (BP) stake by 12% in Q1 2026, selling an estimated $41.8K and leaving 7,949 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #335.

PDS Planning first reported a position in BP in Q1 2023 and has held it in 13 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • PDS Planning held 7,949 shares of BP worth $374K as of Q1 2026.
  • PDS Planning sold 1,068 BP shares in Q1 2026, an estimated $41.8K.
  • BP made up 0.02% of PDS Planning's portfolio in Q1 2026, its #335 holding.
  • PDS Planning first reported a position in BP in Q1 2023 and has held it in 13 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.