PWM
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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pines Wealth Management's BP Position: Q1 2026 in Review

Pines Wealth Management reduced its BP (BP) stake by 24% in Q1 2026, selling an estimated $57K and leaving 4,601 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #206.

Pines Wealth Management first reported a position in BP in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q2 2025. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Pines Wealth Management held 4,601 shares of BP worth $216K as of Q1 2026.
  • Pines Wealth Management sold 1,454 BP shares in Q1 2026, an estimated $57K.
  • BP made up 0.07% of Pines Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Pines Wealth Management first reported a position in BP in Q2 2025 and has held it in 4 quarters since.
  • Pines Wealth Management's BP position peaked at $219K in Q2 2025.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.