Prospect Financial Services’s BP BP Stock Holding History

Prospect Financial Services’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	$588K	Buy	12,508 +6	+0%	+$235	0.36%	52
2025 Q4	$434K	Sell	12,502 -944	-7%	-$33.1K	0.25%	67
2025 Q3	$463K	Sell	13,446 -382	-3%	-$12.8K	0.27%	66
2025 Q2	$414K	Sell	13,828 -2,213	-14%	-$64.9K	0.26%	68
2025 Q1	$542K	Sell	16,041 -126	-0.8%	-$4.11K	0.3%	56
2024 Q4	$478K	Sell	16,167 -8,383	-34%	-$252K	0.26%	58
2024 Q3	$771K	Sell	24,550 -8,523	-26%	-$288K	0.48%	42
2024 Q2	$1.19M	Sell	33,073 -16,529	-33%	-$619K	0.92%	27
2024 Q1	$1.87M	Sell	49,602 -30,554	-38%	-$1.1M	1.54%	20
2023 Q4	$2.84M	Buy	+80,156	New	+$2.94M	2.86%	13

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

Prospect Financial Services's BP Position: Q1 2026 in Review

Prospect Financial Services increased its BP (BP) stake by 0.05% in Q1 2026, buying an estimated $235 and bringing the position to 12,508 shares worth $588K. The position accounts for 0.36% of the portfolio, ranked #52.

Prospect Financial Services first reported a position in BP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.84M in Q4 2023. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Prospect Financial Services held 12,508 shares of BP worth $588K as of Q1 2026.
Prospect Financial Services bought 6 BP shares in Q1 2026, an estimated $235.
BP made up 0.36% of Prospect Financial Services's portfolio in Q1 2026, its #52 holding.
Prospect Financial Services first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's BP position peaked at $2.84M in Q4 2023.
1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.