Prestige Wealth Management Group’s BP BP Stock Holding History

Prestige Wealth Management 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	$8.35K	Hold	226	–	–	﹤0.01%	474
2026 Q1	$10.6K	Hold	226	–	–	﹤0.01%	416
2025 Q4	$7.85K	Hold	226	–	–	﹤0.01%	489
2025 Q3	$7.79K	Hold	226	–	–	﹤0.01%	497
2025 Q2	$6.76K	Hold	226	–	–	﹤0.01%	503
2025 Q1	$7.64K	Hold	226	–	–	﹤0.01%	482
2024 Q4	$6.68K	Hold	226	–	–	﹤0.01%	539
2024 Q3	$7.09K	Hold	226	–	–	﹤0.01%	523
2024 Q2	$8.16K	Hold	226	–	–	﹤0.01%	445
2024 Q1	$8.52K	Hold	226	–	–	﹤0.01%	479
2023 Q4	$8K	Hold	226	–	–	﹤0.01%	493
2023 Q3	$8.75K	Hold	226	–	–	﹤0.01%	461
2023 Q2	$7.98K	Hold	226	–	–	﹤0.01%	507
2023 Q1	$8.57K	Sell	226 -1,249	-85%	-$46.7K	﹤0.01%	469
2022 Q4	$51.5K	Buy	1,475 +768	+109%	+$25.6K	0.01%	255
2022 Q3	$20K	Buy	707 +481	+213%	+$14.3K	0.01%	313
2022 Q2	$6K	Hold	226	–	–	﹤0.01%	524
2022 Q1	$7K	Hold	226	–	–	﹤0.01%	531
2021 Q4	$6K	Hold	226	–	–	﹤0.01%	577
2021 Q3	$6K	Hold	226	–	–	﹤0.01%	583
2021 Q2	$6K	Sell	226 -630	-74%	-$16.5K	﹤0.01%	574
2021 Q1	$21K	Buy	856 +630	+279%	+$15.2K	0.01%	352
2020 Q4	$5K	Hold	226	–	–	﹤0.01%	566
2020 Q3	$4K	Hold	226	–	–	﹤0.01%	557
2020 Q2	$5K	Hold	226	–	–	﹤0.01%	516
2020 Q1	$6K	Sell	226 -57	-20%	-$1.84K	﹤0.01%	457
2019 Q4	$11K	Buy	283 +57	+25%	+$2.16K	0.01%	339
2019 Q3	$9K	Sell	226 -4	-2%	-$153	0.01%	349
2019 Q2	$9K	Hold	230	–	–	0.01%	335
2019 Q1	$10K	Sell	230 -770	-77%	-$31.6K	0.01%	332
2018 Q4	$37K	Buy	+1,000	New	+$39.9K	0.03%	219

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

Prestige Wealth Management Group's BP Position: Q2 2026 in Review

Prestige Wealth Management Group held its BP (BP) position steady in Q2 2026 at 226 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Prestige Wealth Management Group first reported a position in BP in Q4 2018 and has held it in 31 quarters since. The position peaked at $51.5K in Q4 2022. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Prestige Wealth Management Group held 226 shares of BP worth $8.35K as of Q2 2026.
Prestige Wealth Management Group left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #474 holding.
Prestige Wealth Management Group first reported a position in BP in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's BP position peaked at $51.5K in Q4 2022.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.