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Perigon Wealth Management’s BP BP Stock Holding History

Perigon Wealth Management’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 		$324K Buy
8,762
+607
+7% +$26.6K 0.01% 1071
2026
Q1 		$383K Sell
8,155
-806
-9% -$31.6K 0.01% 921
2025
Q4 		$311K Buy
8,961
+560
+7% +$19.6K 0.01% 1000
2025
Q3 		$289K Buy
8,401
+370
+5% +$12.4K 0.01% 986
2025
Q2 		$240K Sell
8,031
-645
-7% -$18.9K 0.01% 928
2025
Q1 		$293K Buy
8,676
+160
+2% +$5.22K 0.01% 819
2024
Q4 		$271K Buy
8,516
+319
+4% +$9.58K 0.01% 857
2024
Q3 		$257K Sell
8,197
-447
-5% -$15.1K 0.01% 847
2024
Q2 		$312K Sell
8,644
-130
-1% -$4.87K 0.01% 673
2024
Q1 		$331K Buy
8,774
+873
+11% +$31.3K 0.01% 657
2023
Q4 		$280K Buy
7,901
+239
+3% +$8.75K 0.01% 677
2023
Q3 		$297K Sell
7,662
-19
-0.2% -$705 0.01% 591
2023
Q2 		$271K Buy
7,681
+358
+5% +$13.2K 0.01% 643
2023
Q1 		$278K Sell
7,323
-82
-1% -$3.06K 0.02% 564
2022
Q4 		$259K Buy
+7,405
New +$246K 0.02% 580
2021
Q1 		– Sell
-4,583
Closed -$94K – 560
2020
Q4 		$94K Buy
+4,583
New +$86.4K 0.01% 554
2018
Q2 		– Sell
-622
Closed -$23K – 284
2018
Q1 		$23K Sell
622
-9
-1% -$339 0.01% 413
2017
Q4 		$24K Sell
631
-10
-2% -$362 0.01% 380
2017
Q3 		$22K Buy
641
+530
+477% +$16.8K 0.01% 439
2017
Q2 		$3K Sell
111
-256
-70% -$7.96K ﹤0.01% 545
2017
Q1 		$11K Sell
367
-926
-72% -$28.1K ﹤0.01% 517
2016
Q4 		$40K Sell
1,293
-3,498
-73% -$105K 0.01% 385
2016
Q3 		$142K Buy
+4,791
New +$139K 0.04% 219

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

Perigon Wealth Management's BP Position: Q2 2026 in Review

Perigon Wealth Management increased its BP (BP) stake by 7.4% in Q2 2026, buying an estimated $26.6K and bringing the position to 8,762 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1071.

Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 23 quarters since. The position peaked at $383K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Perigon Wealth Management held 8,762 shares of BP worth $324K as of Q2 2026.
  • Perigon Wealth Management bought 607 BP shares in Q2 2026, an estimated $26.6K.
  • BP made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1071 holding.
  • Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's BP position peaked at $383K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.