PlanVest Financial’s BHP BHP Stock Holding History

PlanVest Financial’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 Q2	$878	Buy	11 +1	+10%	+$83	﹤0.01%	547
2026 Q1	$767	Buy	+10	New	+$707	﹤0.01%	527

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PlanVest Financial's BHP Position: Q2 2026 in Review

PlanVest Financial increased its BHP (BHP) stake by 10% in Q2 2026, buying an estimated $83 and bringing the position to 11 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #547.

PlanVest Financial first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

PlanVest Financial held 11 shares of BHP worth $878 as of Q2 2026.
PlanVest Financial bought 1 BHP share in Q2 2026, an estimated $83.
BHP made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #547 holding.
PlanVest Financial first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
783 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.