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Prospera Financial Services’s BP BP Stock Holding History

Prospera 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 		$3.72M Sell
100,563
-1,018
-1% -$44.7K 0.05% 359
2026
Q1 		$4.77M Sell
101,581
-62,522
-38% -$2.45M 0.08% 269
2025
Q4 		$5.7M Buy
164,103
+24,314
+17% +$853K 0.09% 221
2025
Q3 		$4.82M Buy
139,789
+25,279
+22% +$847K 0.08% 253
2025
Q2 		$3.43M Sell
114,510
-2,114
-2% -$62K 0.06% 314
2025
Q1 		$3.94M Buy
116,624
+12,404
+12% +$405K 0.09% 238
2024
Q4 		$3.08M Buy
104,220
+3,827
+4% +$115K 0.07% 279
2024
Q3 		$3.15M Sell
100,393
-340
-0.3% -$11.5K 0.08% 263
2024
Q2 		$3.64M Buy
100,733
+5,031
+5% +$189K 0.1% 218
2024
Q1 		$3.61M Sell
95,702
-8,521
-8% -$306K 0.11% 213
2023
Q4 		$3.69M Sell
104,223
-401
-0.4% -$14.7K 0.12% 192
2023
Q3 		$4.05M Buy
104,624
+4,079
+4% +$151K 0.16% 146
2023
Q2 		$3.55M Sell
100,545
-3,943
-4% -$146K 0.14% 173
2023
Q1 		$3.96M Buy
104,488
+20,119
+24% +$752K 0.16% 149
2022
Q4 		$2.95M Buy
84,369
+231
+0.3% +$7.69K 0.15% 166
2022
Q3 		$2.4M Buy
84,138
+1,762
+2% +$52.4K 0.13% 203
2022
Q2 		$2.34M Sell
82,376
-5,817
-7% -$178K 0.12% 212
2022
Q1 		$2.59M Sell
88,193
-18,296
-17% -$558K 0.11% 228
2021
Q4 		$2.84M Buy
106,489
+22,210
+26% +$616K 0.12% 199
2021
Q3 		$2.3M Buy
84,279
+42,315
+101% +$1.06M 0.11% 214
2021
Q2 		$1.11M Buy
41,964
+528
+1% +$13.8K 0.06% 352
2021
Q1 		$1.01M Sell
41,436
-441
-1% -$10.6K 0.06% 338
2020
Q4 		$859K Buy
41,877
+40,426
+2,786% +$762K 0.06% 322
2020
Q3 		$25K Sell
1,451
-40,646
-97% -$880K 0.01% 833
2020
Q2 		$982K Sell
42,097
-259
-0.6% -$6.22K 0.09% 234
2020
Q1 		$1.03M Buy
42,356
+4,731
+13% +$153K 0.11% 200
2019
Q4 		$1.42M Sell
37,625
-273
-0.7% -$10.4K 0.11% 216
2019
Q3 		$1.44M Buy
37,898
+25,421
+204% +$970K 0.15% 142
2019
Q2 		$509K Buy
12,477
+90
+0.7% +$3.77K 0.06% 285
2019
Q1 		$551K Buy
12,387
+1,148
+10% +$47K 0.18% 156
2018
Q4 		$419K Sell
11,239
-211
-2% -$8.42K 0.08% 229
2018
Q3 		$503K Sell
11,450
-530
-4% -$22.2K 0.09% 213
2018
Q2 		$517K Sell
11,980
-1,351
-10% -$56.8K 0.07% 226
2018
Q1 		$505K Buy
13,331
+1,041
+8% +$39.2K 0.07% 237
2017
Q4 		$478K Sell
12,290
-92
-0.7% -$3.33K 0.07% 230
2017
Q3 		$430K Sell
12,382
-787
-6% -$25K 0.07% 262
2017
Q2 		$403K Sell
13,169
-4,781
-27% -$149K 0.06% 252
2017
Q1 		$541K Buy
17,950
+849
+5% +$25.8K 0.1% 178
2016
Q4 		$553K Buy
17,101
+113
+0.7% +$3.4K 0.11% 167
2016
Q3 		$503K Buy
16,988
+1,418
+9% +$41.1K 0.1% 182
2016
Q2 		$465K Buy
15,570
+1,455
+10% +$39.2K 0.1% 178
2016
Q1 		$358K Buy
14,115
+725
+5% +$18.3K 0.08% 183
2015
Q4 		$352K Sell
13,390
-1,463
-10% -$41.6K 0.08% 175
2015
Q3 		$382K Buy
14,853
+5,656
+61% +$166K 0.1% 149
2015
Q2 		$309K Sell
9,197
-247
-3% -$8.65K 0.07% 196
2015
Q1 		$306K Buy
9,444
+833
+10% +$27.3K 0.07% 216
2014
Q4 		$272K Sell
8,611
-13,985
-62% -$470K 0.07% 218
2014
Q3 		$812K Buy
22,596
+10,559
+88% +$418K 0.22% 70
2014
Q2 		$519K Buy
+12,037
New +$496K 0.14% 118

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

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

Prospera Financial Services reduced its BP (BP) stake by 1% in Q2 2026, selling an estimated $44.7K and leaving 100,563 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #359.

Prospera Financial Services first reported a position in BP in Q2 2014 and has held it in 49 quarters since. The position peaked at $5.7M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Prospera Financial Services held 100,563 shares of BP worth $3.72M as of Q2 2026.
  • Prospera Financial Services sold 1,018 BP shares in Q2 2026, an estimated $44.7K.
  • BP made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #359 holding.
  • Prospera Financial Services first reported a position in BP in Q2 2014 and has held it in 49 quarters since.
  • Prospera Financial Services's BP position peaked at $5.7M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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