PFG Advisors’s BP BP Stock Holding History

PFG Advisors’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
2025 Q4	–	Sell	-6,399	Closed	-$221K	–	776
2025 Q3	$221K	Buy	+6,399	New	+$214K	0.01%	777
2024 Q3	–	Sell	-6,152	Closed	-$222K	–	694
2024 Q2	$222K	Buy	6,152 +539	+10%	+$20.2K	0.02%	629
2024 Q1	$211K	Buy	+5,613	New	+$201K	0.02%	615
2021 Q3	–	Sell	-11,586	Closed	-$306K	–	506
2021 Q2	$306K	Buy	+11,586	New	+$304K	0.04%	389

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PFG Advisors's BP Position: Q4 2025 in Review

PFG Advisors sold out of BP (BP) in Q4 2025, closing a stake of 6,399 shares — an estimated $221K sold.

PFG Advisors first reported a position in BP in Q2 2021 and held it in 4 quarters. The position peaked at $306K in Q2 2021. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

PFG Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
PFG Advisors sold 6,399 BP shares in Q4 2025, an estimated $221K.
PFG Advisors first reported a position in BP in Q2 2021 and held it in 4 quarters.
PFG Advisors's BP position peaked at $306K in Q2 2021.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.