PWG
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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
Q2 		$330K Buy
8,939
+2,269
+34% +$99.6K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group's BP Position: Q2 2026 in Review

Portside Wealth Group increased its BP (BP) stake by 34% in Q2 2026, buying an estimated $99.6K and bringing the position to 8,939 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #383.

Portside Wealth Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Portside Wealth Group held 8,939 shares of BP worth $330K as of Q2 2026.
  • Portside Wealth Group bought 2,269 BP shares in Q2 2026, an estimated $99.6K.
  • BP made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #383 holding.
  • Portside Wealth Group first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.