Principal Street Partners’s BP BP Stock Holding History

Principal Street Partners’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 Q1	$431K	Buy	9,166 +27	+0.3%	+$1.06K	0.07%	143
2025 Q4	$317K	Buy	9,139 +930	+11%	+$32.6K	0.05%	162
2025 Q3	$283K	Sell	8,209 -8,061	-50%	-$270K	0.05%	205
2025 Q2	$487K	Buy	16,270 +8,168	+101%	+$240K	0.05%	204
2025 Q1	$274K	Hold	8,102	–	–	0.05%	184
2024 Q4	$239K	Sell	8,102 -40	-0.5%	-$1.2K	0.05%	197
2024 Q3	$294K	Hold	8,142	–	–	0.05%	174
2024 Q2	$294K	Hold	8,142	–	–	0.05%	181
2024 Q1	$308K	Buy	8,142 +26	+0.3%	+$932	0.06%	174
2023 Q4	$287K	Sell	8,116 -8,062	-50%	-$295K	0.07%	163
2023 Q3	$626K	Buy	16,178 +8,113	+101%	+$301K	0.12%	119
2023 Q2	$285K	Buy	8,065 +46	+0.6%	+$1.7K	0.07%	180
2023 Q1	$305K	Sell	8,019 -2	-0%	-$75	0.08%	170
2022 Q4	$280K	Buy	8,021 +22	+0.3%	+$732	0.07%	183
2022 Q3	$228K	Sell	7,999 -2,074	-21%	-$61.7K	0.06%	186
2022 Q2	$286K	Sell	10,073 -1,564	-13%	-$47.9K	0.07%	168
2022 Q1	$342K	Buy	+11,637	New	+$355K	0.08%	169
2021 Q4	–	Sell	-10,815	Closed	-$296K	–	197
2021 Q3	$296K	Buy	+10,815	New	+$271K	0.08%	154

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Principal Street Partners's BP Position: Q1 2026 in Review

Principal Street Partners increased its BP (BP) stake by 0.3% in Q1 2026, buying an estimated $1.06K and bringing the position to 9,166 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #143.

Principal Street Partners first reported a position in BP in Q3 2021 and has held it in 18 quarters since. The position peaked at $626K in Q3 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Principal Street Partners held 9,166 shares of BP worth $431K as of Q1 2026.
Principal Street Partners bought 27 BP shares in Q1 2026, an estimated $1.06K.
BP made up 0.07% of Principal Street Partners's portfolio in Q1 2026, its #143 holding.
Principal Street Partners first reported a position in BP in Q3 2021 and has held it in 18 quarters since.
Principal Street Partners's BP position peaked at $626K in Q3 2023.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.