PUREfi Wealth’s Bentley Systems BSY Stock Holding History

PUREfi Wealth’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,641	Closed	-$239K	–	169
2025 Q3	$239K	Buy	4,641 +171	+4%	+$9.37K	0.18%	147
2025 Q2	$241K	Buy	+4,470	New	+$207K	0.19%	137

Other funds holding BSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

PUREfi Wealth's BSY Position: Q4 2025 in Review

PUREfi Wealth sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 4,641 shares — an estimated $239K sold.

PUREfi Wealth first reported a position in BSY in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

PUREfi Wealth reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
PUREfi Wealth sold 4,641 Bentley Systems shares in Q4 2025, an estimated $239K.
PUREfi Wealth first reported a position in Bentley Systems in Q2 2025 and held it in 2 quarters.
PUREfi Wealth's Bentley Systems position peaked at $241K in Q2 2025.
490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on PUREfi Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.