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Planning Strategies’s BHP BHP Stock Holding History

Planning Strategies’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.5K Buy
+135
New +$11.8K 0.01% 317

Other funds holding BHP

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies's BHP Position: Q3 2026 in Review

Planning Strategies opened a new position in BHP (BHP) in Q3 2026: 135 shares worth $11.5K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

7 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Planning Strategies held 135 shares of BHP worth $11.5K as of Q3 2026.
  • BHP was a new Planning Strategies position in Q3 2026.
  • BHP made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #317 holding.
  • 7 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.