Portside Wealth Group
BP icon

Portside Wealth Group’s BP BP Stock Holding History

Portside Wealth Group’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
Q3 		$530K Buy
12,051
+3,112
+35% +$134K 0.06% 296
2026
Q2 		$330K Buy
8,939
+2,269
+34% +$100K 0.04% 383
2026
Q1 		$314K Buy
6,670
+329
+5% +$12.9K 0.04% 356
2025
Q4 		$220K Buy
+6,341
New +$222K 0.03% 428

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Portside Wealth Group's BP Position: Q3 2026 in Review

Portside Wealth Group increased its BP (BP) stake by 35% in Q3 2026, buying an estimated $134K and bringing the position to 12,051 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #296.

Portside Wealth Group first reported a position in BP in Q4 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Portside Wealth Group held 12,051 shares of BP worth $530K as of Q3 2026.
  • Portside Wealth Group bought 3,112 BP shares in Q3 2026, an estimated $134K.
  • BP made up 0.06% of Portside Wealth Group's portfolio in Q3 2026, its #296 holding.
  • Portside Wealth Group first reported a position in BP in Q4 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.