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Principal Securities’s BP BP Stock Holding History

Principal Securities’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 		$532K Buy
14,395
+640
+5% +$28.1K 0.01% 1048
2026
Q1 		$646K Buy
13,755
+138
+1% +$5.41K 0.01% 879
2025
Q4 		$473K Buy
13,617
+777
+6% +$27.3K 0.01% 959
2025
Q3 		$442K Buy
12,840
+727
+6% +$24.4K 0.01% 951
2025
Q2 		$363K Sell
12,113
-1,477
-11% -$43.3K 0.01% 991
2025
Q1 		$402K Hold
13,590
– – 0.01% 862
2024
Q4 		$402K Sell
13,590
-11,320
-45% -$340K 0.01% 858
2024
Q3 		$782K Buy
24,910
+555
+2% +$18.8K 0.02% 618
2024
Q2 		$879K Buy
24,355
+1,493
+7% +$55.9K 0.02% 508
2024
Q1 		$861K Buy
22,862
+301
+1% +$10.8K 0.03% 493
2023
Q4 		$799K Buy
+22,561
New +$826K 0.03% 474

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Securities's BP Position: Q2 2026 in Review

Principal Securities increased its BP (BP) stake by 4.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 14,395 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #1048.

Principal Securities first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $879K in Q2 2024. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Principal Securities held 14,395 shares of BP worth $532K as of Q2 2026.
  • Principal Securities bought 640 BP shares in Q2 2026, an estimated $28.1K.
  • BP made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1048 holding.
  • Principal Securities first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's BP position peaked at $879K in Q2 2024.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.