PFS Partners’s BP BP Stock Holding History

PFS Partners’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	$18.5K	Hold	500	–	–	0.01%	318
2026 Q1	$23.5K	Hold	500	–	–	0.01%	264
2025 Q4	$17.4K	Hold	500	–	–	0.01%	296
2025 Q3	$17.2K	Hold	500	–	–	0.01%	283
2025 Q2	$15K	Hold	500	–	–	0.01%	272
2025 Q1	$16.9K	Hold	500	–	–	0.01%	241
2024 Q4	$14.8K	Sell	500 -330	-40%	-$9.91K	0.01%	252
2024 Q3	$26.1K	Hold	830	–	–	0.01%	189
2024 Q2	$30K	Sell	830 -27	-3%	-$1.01K	0.02%	163
2024 Q1	$32.3K	Hold	857	–	–	0.02%	162
2023 Q4	$30.3K	Sell	857 -138	-14%	-$5.05K	0.02%	160
2023 Q3	$38.5K	Sell	995 -203	-17%	-$7.53K	0.03%	116
2023 Q2	$42.3K	Sell	1,198 -113	-9%	-$4.18K	0.04%	114
2023 Q1	$49.7K	Sell	1,311 -100	-7%	-$3.74K	0.05%	97
2022 Q4	$49.3K	Sell	1,411 -1,506	-52%	-$50.1K	0.05%	94
2022 Q3	$83.3K	Buy	2,917 +7	+0.2%	+$208	0.09%	63
2022 Q2	$82.5K	Sell	2,910 -1,578	-35%	-$48.4K	0.08%	65
2022 Q1	$132K	Buy	4,488 +6	+0.1%	+$183	0.11%	54
2021 Q4	$119K	Buy	+4,482	New	+$124K	0.09%	60

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

PFS Partners's BP Position: Q2 2026 in Review

PFS Partners held its BP (BP) position steady in Q2 2026 at 500 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #318.

PFS Partners first reported a position in BP in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q1 2022. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

PFS Partners held 500 shares of BP worth $18.5K as of Q2 2026.
PFS Partners left its BP share count unchanged in Q2 2026.
BP made up 0.01% of PFS Partners's portfolio in Q2 2026, its #318 holding.
PFS Partners first reported a position in BP in Q4 2021 and has held it in 19 quarters since.
PFS Partners's BP position peaked at $132K in Q1 2022.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.