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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
Q2 		– Sell
-4,678
Closed -$220K – 55
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 $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

Retirement Financial Solutions's BP Position: Q2 2026 in Review

Retirement Financial Solutions sold out of BP (BP) in Q2 2026, closing a stake of 4,678 shares — an estimated $220K sold.

Retirement Financial Solutions first reported a position in BP in Q4 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Retirement Financial Solutions reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Retirement Financial Solutions sold 4,678 BP shares in Q2 2026, an estimated $220K.
  • Retirement Financial Solutions first reported a position in BP in Q4 2022 and held it in 2 quarters.
  • Retirement Financial Solutions's BP position peaked at $220K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.