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Retirement Financial Solutions’s BP BP Stock Holding History

Retirement Financial Solutions’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
Q1 		$220K Buy
+4,678
New +$183K 0.06% 49
2023
Q1 		– Sell
-287
Closed -$10K – 54
2022
Q4 		$10K Buy
+287
New +$9.55K 0.01% 143

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Retirement Financial Solutions's BP Position: Q1 2026 in Review

Retirement Financial Solutions opened a new position in BP (BP) in Q1 2026: 4,678 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #49 among its holdings. This is a return to the name: Retirement Financial Solutions previously reported a position in BP as recently as Q4 2022.

Retirement Financial Solutions first reported a position in BP in Q4 2022 and has held it in 2 quarters since. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Retirement Financial Solutions held 4,678 shares of BP worth $220K as of Q1 2026.
  • BP was a new Retirement Financial Solutions position in Q1 2026.
  • BP made up 0.06% of Retirement Financial Solutions's portfolio in Q1 2026, its #49 holding.
  • Retirement Financial Solutions first reported a position in BP in Q4 2022 and has held it in 2 quarters since.
  • 1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.