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Plante Moran Financial Advisors’s Bentley Systems BSY Stock Holding History

Plante Moran Financial 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 		$149 Buy
+5
New +$163 ﹤0.01% 1507
2025
Q1 		– Sell
-192
Closed -$8.97K – 812
2024
Q4 		$8.97K Buy
+192
New +$9.37K ﹤0.01% 593

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Plante Moran Financial Advisors's BSY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Bentley Systems (BSY) in Q2 2026: 5 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BSY as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in BSY in Q4 2024 and has held it in 2 quarters since. The position peaked at $8.97K in Q4 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of Bentley Systems worth $149 as of Q2 2026.
  • Bentley Systems was a new Plante Moran Financial Advisors position in Q2 2026.
  • Bentley Systems made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1507 holding.
  • Plante Moran Financial Advisors first reported a position in Bentley Systems in Q4 2024 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Bentley Systems position peaked at $8.97K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.