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Pines Wealth Management’s BP BP Stock Holding History

Pines Wealth Management’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 		– Sell
-4,601
Closed -$216K – 223
2026
Q1 		$216K Sell
4,601
-1,454
-24% -$57K 0.07% 206
2025
Q4 		$210K Hold
6,055
– – 0.07% 220
2025
Q3 		$209K Sell
6,055
-1,029
-15% -$34.5K 0.07% 219
2025
Q2 		$219K Buy
+7,084
New +$208K 0.08% 218

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pines Wealth Management's BP Position: Q2 2026 in Review

Pines Wealth Management sold out of BP (BP) in Q2 2026, closing a stake of 4,601 shares — an estimated $216K sold.

Pines Wealth Management first reported a position in BP in Q2 2025 and held it in 4 quarters. The position peaked at $219K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Pines Wealth Management reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Pines Wealth Management sold 4,601 BP shares in Q2 2026, an estimated $216K.
  • Pines Wealth Management first reported a position in BP in Q2 2025 and held it in 4 quarters.
  • Pines Wealth Management's BP position peaked at $219K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.