PWM
BP icon

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
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 $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

Perigon Wealth Management's BP Position: Q1 2026 in Review

Perigon Wealth Management reduced its BP (BP) stake by 9% in Q1 2026, selling an estimated $31.6K and leaving 8,155 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #921.

Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 22 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Perigon Wealth Management held 8,155 shares of BP worth $383K as of Q1 2026.
  • Perigon Wealth Management sold 806 BP shares in Q1 2026, an estimated $31.6K.
  • BP made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #921 holding.
  • Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 22 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.