PWG
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Portside Wealth Group’s Bentley Systems BSY Stock Holding History

Portside Wealth Group’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
Q1 		– Sell
-6,257
Closed -$239K – 476
2025
Q4 		$239K Sell
6,257
-2,587
-29% -$118K 0.03% 413
2025
Q3 		$455K Sell
8,844
-270
-3% -$14.8K 0.06% 274
2025
Q2 		$492K Sell
9,114
-1,903
-17% -$88.1K 0.07% 250
2025
Q1 		$433K Sell
11,017
-2,323
-17% -$104K 0.07% 245
2024
Q4 		$623K Buy
13,340
+137
+1% +$6.68K 0.1% 199
2024
Q3 		$671K Buy
13,203
+1,101
+9% +$54.2K 0.11% 188
2024
Q2 		$597K Sell
12,102
-358
-3% -$18.6K 0.11% 184
2024
Q1 		$651K Buy
12,460
+1,048
+9% +$52.7K 0.12% 182
2023
Q4 		$595K Buy
11,412
+308
+3% +$15.8K 0.11% 189
2023
Q3 		$560K Buy
11,104
+1,021
+10% +$51.4K 0.11% 181
2023
Q2 		$547K Buy
+10,083
New +$470K 0.1% 191

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return