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Prospera Financial Services’s BHP BHP Stock Holding History

Prospera Financial Services’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
16,782
+608
+4% +$50.5K 0.02% 632
2026
Q1 		$1.18M Buy
16,174
+66
+0.4% +$4.66K 0.02% 651
2025
Q4 		$973K Buy
16,108
+379
+2% +$21.5K 0.02% 681
2025
Q3 		$877K Sell
15,729
-996
-6% -$53K 0.02% 723
2025
Q2 		$804K Sell
16,725
-208
-1% -$10K 0.02% 730
2025
Q1 		$822K Buy
16,933
+6,929
+69% +$345K 0.02% 614
2024
Q4 		$489K Sell
10,004
-3,761
-27% -$204K 0.01% 751
2024
Q3 		$855K Sell
13,765
-495
-3% -$27.3K 0.02% 542
2024
Q2 		$814K Sell
14,260
-14
-0.1% -$814 0.02% 561
2024
Q1 		$823K Buy
14,274
+1,647
+13% +$98.6K 0.02% 545
2023
Q4 		$863K Buy
12,627
+282
+2% +$17K 0.03% 506
2023
Q3 		$702K Buy
12,345
+304
+3% +$17.8K 0.03% 523
2023
Q2 		$718K Buy
12,041
+8,207
+214% +$489K 0.03% 508
2023
Q1 		$243K Buy
3,834
+597
+18% +$38.5K 0.01% 848
2022
Q4 		$201K Buy
+3,237
New +$182K 0.01% 843
2022
Q3 		– Sell
-240
Closed -$14K – 901
2022
Q2 		$14K Buy
240
+52
+28% +$3.23K ﹤0.01% 1269
2022
Q1 		$13K Buy
+188
New +$11.4K ﹤0.01% 1909
2020
Q4 		– Sell
-165
Closed -$8K – 767
2020
Q3 		$8K Buy
+165
New +$7.94K ﹤0.01% 1161

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Prospera Financial Services's BHP Position: Q2 2026 in Review

Prospera Financial Services increased its BHP (BHP) stake by 3.8% in Q2 2026, buying an estimated $50.5K and bringing the position to 16,782 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #632.

Prospera Financial Services first reported a position in BHP in Q3 2020 and has held it in 18 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Prospera Financial Services held 16,782 shares of BHP worth $1.4M as of Q2 2026.
  • Prospera Financial Services bought 608 BHP shares in Q2 2026, an estimated $50.5K.
  • BHP made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #632 holding.
  • Prospera Financial Services first reported a position in BHP in Q3 2020 and has held it in 18 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.