Principia Wealth Advisory’s Bentley Systems BSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$179 Sell
6
-65
-92% -$2.11K ﹤0.01% 1002
2026
Q1
$2.49K Buy
71
+54
+318% +$1.98K ﹤0.01% 451
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

Principia Wealth Advisory's BSY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Bentley Systems (BSY) stake by 92% in Q2 2026, selling an estimated $2.11K and leaving 6 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Principia Wealth Advisory first reported a position in BSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Bentley Systems worth $179 as of Q2 2026.
  • Principia Wealth Advisory sold 65 Bentley Systems shares in Q2 2026, an estimated $2.11K.
  • Bentley Systems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1002 holding.
  • Principia Wealth Advisory first reported a position in Bentley Systems in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Bentley Systems position peaked at $2.49K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.