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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
Q2 		$424K Sell
11,470
-1,038
-8% -$45.5K 0.21% 73
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prospect Financial Services's BP Position: Q2 2026 in Review

Prospect Financial Services reduced its BP (BP) stake by 8.3% in Q2 2026, selling an estimated $45.5K and leaving 11,470 shares worth $424K. The position accounts for 0.21% of the portfolio, ranked #73.

Prospect Financial Services first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q4 2023. 1,167 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Prospect Financial Services held 11,470 shares of BP worth $424K as of Q2 2026.
  • Prospect Financial Services sold 1,038 BP shares in Q2 2026, an estimated $45.5K.
  • BP made up 0.21% of Prospect Financial Services's portfolio in Q2 2026, its #73 holding.
  • Prospect Financial Services first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • Prospect Financial Services's BP position peaked at $2.84M in Q4 2023.
  • 1,167 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.