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Persium Advisors’s BHP BHP Stock Holding History

Persium Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.3M Sell
15,299
-1,276
-8% -$111K 0.68% 15
2026
Q2 		$1.38M Buy
16,575
+1,086
+7% +$90.1K 0.9% 13
2026
Q1 		$1.13M Buy
15,489
+196
+1% +$13.9K 0.89% 11
2025
Q4 		$923K Buy
15,293
+576
+4% +$32.7K 0.67% 18
2025
Q3 		$820K Buy
14,717
+945
+7% +$50.3K 0.61% 21
2025
Q2 		$662K Buy
+13,772
New +$662K 0.55% 31

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Persium Advisors's BHP Position: Q3 2026 in Review

Persium Advisors reduced its BHP (BHP) stake by 7.7% in Q3 2026, selling an estimated $111K and leaving 15,299 shares worth $1.3M. The position accounts for 0.68% of the portfolio, ranked #15.

Persium Advisors first reported a position in BHP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2026. 45 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Persium Advisors held 15,299 shares of BHP worth $1.3M as of Q3 2026.
  • Persium Advisors sold 1,276 BHP shares in Q3 2026, an estimated $111K.
  • BHP made up 0.68% of Persium Advisors's portfolio in Q3 2026, its #15 holding.
  • Persium Advisors first reported a position in BHP in Q2 2025 and has held it in 6 quarters since.
  • Persium Advisors's BHP position peaked at $1.38M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.