Perigon Wealth Management
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
Q3 		$576K Buy
13,088
+4,326
+49% +$186K 0.01% 830
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% +$9.6K 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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Perigon Wealth Management's BP Position: Q3 2026 in Review

Perigon Wealth Management increased its BP (BP) stake by 49% in Q3 2026, buying an estimated $186K and bringing the position to 13,088 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #830.

Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 24 quarters since. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Perigon Wealth Management held 13,088 shares of BP worth $576K as of Q3 2026.
  • Perigon Wealth Management bought 4,326 BP shares in Q3 2026, an estimated $186K.
  • BP made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #830 holding.
  • Perigon Wealth Management first reported a position in BP in Q3 2016 and has held it in 24 quarters since.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.