PlanVest Financial’s BP BP Stock Holding History

PlanVest Financial’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	$23.8K	Hold	643	–	–	0.02%	316
2026 Q1	$30.2K	Buy	+643	New	+$25.2K	0.02%	272

Other funds holding BP

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PlanVest Financial's BP Position: Q2 2026 in Review

PlanVest Financial held its BP (BP) position steady in Q2 2026 at 643 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #316.

PlanVest Financial first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.2K in Q1 2026. 1,141 funds tracked by Wall St. Rank hold BP as of Q2 2026.

PlanVest Financial held 643 shares of BP worth $23.8K as of Q2 2026.
PlanVest Financial left its BP share count unchanged in Q2 2026.
BP made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #316 holding.
PlanVest Financial first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's BP position peaked at $30.2K in Q1 2026.
1,141 funds tracked by Wall St. Rank held BP as of Q2 2026.

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