PFG Investments’s BP BP Stock Holding History

PFG Investments’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	$1.59M	Sell	42,906 -2,626	-6%	-$115K	0.06%	274
2026 Q1	$2.14M	Buy	45,532 +4,731	+12%	+$185K	0.1%	179
2025 Q4	$1.42M	Buy	40,801 +947	+2%	+$33.2K	0.07%	260
2025 Q3	$1.37M	Buy	39,854 +848	+2%	+$28.4K	0.07%	250
2025 Q2	$1.17M	Sell	39,006 -6,002	-13%	-$176K	0.07%	261
2025 Q1	$1.52M	Sell	45,008 -3,741	-8%	-$122K	0.1%	207
2024 Q4	$1.44M	Buy	48,749 +3,094	+7%	+$93K	0.09%	213
2024 Q3	$1.43M	Buy	45,655 +7,238	+19%	+$245K	0.09%	213
2024 Q2	$1.39M	Buy	38,417 +2,458	+7%	+$92.1K	0.1%	195
2024 Q1	$1.35M	Buy	+35,959	New	+$1.29M	0.08%	266
2023 Q4	–	Sell	-6,859	Closed	-$266K	–	490
2023 Q3	$266K	Buy	6,859 +110	+2%	+$4.08K	0.05%	383
2023 Q2	$238K	Buy	6,749 +1,159	+21%	+$42.9K	0.04%	426
2023 Q1	$212K	Buy	+5,590	New	+$209K	0.04%	428

Other funds holding BP

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PFG Investments's BP Position: Q2 2026 in Review

PFG Investments reduced its BP (BP) stake by 5.8% in Q2 2026, selling an estimated $115K and leaving 42,906 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #274.

PFG Investments first reported a position in BP in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

PFG Investments held 42,906 shares of BP worth $1.59M as of Q2 2026.
PFG Investments sold 2,626 BP shares in Q2 2026, an estimated $115K.
BP made up 0.06% of PFG Investments's portfolio in Q2 2026, its #274 holding.
PFG Investments first reported a position in BP in Q1 2023 and has held it in 13 quarters since.
PFG Investments's BP position peaked at $2.14M in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.