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Physician Wealth Advisors’s Bentley Systems BSY Stock Holding History

Physician Wealth Advisors’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509 Sell
17
-774
-98% -$25.2K ﹤0.01% 2119
2026
Q1 		$27.8K Buy
791
+352
+80% +$12.9K ﹤0.01% 546
2025
Q4 		$16.8K Sell
439
-315
-42% -$14.4K ﹤0.01% 632
2025
Q3 		$38.8K Buy
+754
New +$41.3K 0.01% 419

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's BSY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Bentley Systems (BSY) stake by 98% in Q2 2026, selling an estimated $25.2K and leaving 17 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Physician Wealth Advisors first reported a position in BSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.8K in Q3 2025. 114 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of Bentley Systems worth $509 as of Q2 2026.
  • Physician Wealth Advisors sold 774 Bentley Systems shares in Q2 2026, an estimated $25.2K.
  • Bentley Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2119 holding.
  • Physician Wealth Advisors first reported a position in Bentley Systems in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Bentley Systems position peaked at $38.8K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.