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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
Q2 		$306K Buy
8,278
+329
+4% +$14.4K 0.02% 425
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 $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

PDS Planning's BP Position: Q2 2026 in Review

PDS Planning increased its BP (BP) stake by 4.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,278 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #425.

PDS Planning first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $374K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • PDS Planning held 8,278 shares of BP worth $306K as of Q2 2026.
  • PDS Planning bought 329 BP shares in Q2 2026, an estimated $14.4K.
  • BP made up 0.02% of PDS Planning's portfolio in Q2 2026, its #425 holding.
  • PDS Planning first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's BP position peaked at $374K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.