Quaker Wealth Management
BSY icon

Quaker Wealth Management’s Bentley Systems BSY Stock Holding History

Quaker Wealth Management’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
2026
Q3 		– Sell
-12
Closed -$359 – 966
2026
Q2 		$359 Sell
12
-2
-14% -$65 ﹤0.01% 806
2026
Q1 		$492 Buy
+14
New +$514 ﹤0.01% 702

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William Blair Investment Management
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Geode Capital Management
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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Quaker Wealth Management's BSY Position: Q3 2026 in Review

Quaker Wealth Management sold out of Bentley Systems (BSY) in Q3 2026, closing a stake of 12 shares — an estimated $359 sold.

Quaker Wealth Management first reported a position in BSY in Q1 2026 and held it in 2 quarters. The position peaked at $492 in Q1 2026. 259 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Quaker Wealth Management reported no remaining Bentley Systems position as of Q3 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 12 Bentley Systems shares in Q3 2026, an estimated $359.
  • Quaker Wealth Management first reported a position in Bentley Systems in Q1 2026 and held it in 2 quarters.
  • Quaker Wealth Management's Bentley Systems position peaked at $492 in Q1 2026.
  • 259 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.