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Principia Wealth Advisory’s Bentley Systems BSY Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$649 Sell
17
-3
-15% -$137 ﹤0.01% 774
2025
Q3 		$1.03K Buy
20
+11
+122% +$603 ﹤0.01% 633
2025
Q2 		$486 Hold
9
– – ﹤0.01% 742
2025
Q1 		$379 Buy
9
+4
+80% +$179 ﹤0.01% 643
2024
Q4 		$234 Buy
+5
New +$244 ﹤0.01% 711

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Principia Wealth Advisory's BSY Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Bentley Systems (BSY) stake by 15% in Q4 2025, selling an estimated $137 and leaving 17 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Principia Wealth Advisory first reported a position in BSY in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.03K in Q3 2025. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Principia Wealth Advisory held 17 shares of Bentley Systems worth $649 as of Q4 2025.
  • Principia Wealth Advisory sold 3 Bentley Systems shares in Q4 2025, an estimated $137.
  • Bentley Systems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #774 holding.
  • Principia Wealth Advisory first reported a position in Bentley Systems in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Bentley Systems position peaked at $1.03K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.