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Private Wealth Management Group’s Bentley Systems BSY Stock Holding History

Private Wealth Management Group’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
2026
Q2 		$5.86K Buy
196
+66
+51% +$2.15K ﹤0.01% 786
2026
Q1 		$4.57K Sell
130
-14
-10% -$514 ﹤0.01% 806
2025
Q4 		$5.5K Hold
144
– – ﹤0.01% 735
2025
Q3 		$7.41K Hold
144
– – ﹤0.01% 631
2025
Q2 		$7.77K Hold
144
– – ﹤0.01% 575
2025
Q1 		$5.67K Buy
144
+78
+118% +$3.48K ﹤0.01% 672
2024
Q4 		$3.08K Buy
66
+27
+69% +$1.32K ﹤0.01% 931
2024
Q3 		$1.98K Sell
39
-82
-68% -$4.04K ﹤0.01% 1070
2024
Q2 		$5.97K Buy
121
+88
+267% +$4.57K ﹤0.01% 635
2024
Q1 		$1.72K Buy
+33
New +$1.66K ﹤0.01% 1046

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Wealth Management Group's BSY Position: Q2 2026 in Review

Private Wealth Management Group increased its Bentley Systems (BSY) stake by 51% in Q2 2026, buying an estimated $2.15K and bringing the position to 196 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Private Wealth Management Group first reported a position in BSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.77K in Q2 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Private Wealth Management Group held 196 shares of Bentley Systems worth $5.86K as of Q2 2026.
  • Private Wealth Management Group bought 66 Bentley Systems shares in Q2 2026, an estimated $2.15K.
  • Bentley Systems made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #786 holding.
  • Private Wealth Management Group first reported a position in Bentley Systems in Q1 2024 and has held it in 10 quarters since.
  • Private Wealth Management Group's Bentley Systems position peaked at $7.77K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.