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 Q2	$321K	Sell	8,681 -485	-5%	-$21.3K	0.05%	181
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 $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 $3.38T AUM 44.17% 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

Principal Street Partners's BP Position: Q2 2026 in Review

Principal Street Partners reduced its BP (BP) stake by 5.3% in Q2 2026, selling an estimated $21.3K and leaving 8,681 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #181.

Principal Street Partners first reported a position in BP in Q3 2021 and has held it in 19 quarters since. The position peaked at $626K in Q3 2023. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Principal Street Partners held 8,681 shares of BP worth $321K as of Q2 2026.
Principal Street Partners sold 485 BP shares in Q2 2026, an estimated $21.3K.
BP made up 0.05% of Principal Street Partners's portfolio in Q2 2026, its #181 holding.
Principal Street Partners first reported a position in BP in Q3 2021 and has held it in 19 quarters since.
Principal Street Partners's BP position peaked at $626K in Q3 2023.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.