Pure Financial Advisors’s BP BP Stock Holding History

Pure Financial Advisors’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	$800K	Buy	21,656 +4,959	+30%	+$218K	0.01%	276
2026 Q1	$785K	Buy	16,697 +598	+4%	+$23.4K	0.01%	251
2025 Q4	$559K	Buy	16,099 +1,421	+10%	+$49.9K	0.01%	293
2025 Q3	$506K	Buy	14,678 +3,008	+26%	+$101K	0.01%	306
2025 Q2	$349K	Buy	+11,670	New	+$342K	0.01%	360

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pure Financial Advisors's BP Position: Q2 2026 in Review

Pure Financial Advisors increased its BP (BP) stake by 30% in Q2 2026, buying an estimated $218K and bringing the position to 21,656 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #276.

Pure Financial Advisors first reported a position in BP in Q2 2025 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Pure Financial Advisors held 21,656 shares of BP worth $800K as of Q2 2026.
Pure Financial Advisors bought 4,959 BP shares in Q2 2026, an estimated $218K.
BP made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #276 holding.
Pure Financial Advisors first reported a position in BP in Q2 2025 and has held it in 5 quarters since.
1,163 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.