RFG Advisory’s BHP BHP Stock Holding History

RFG Advisory’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	+3,684	New	+$306K	﹤0.01%	937
2023 Q4	–	Sell	-4,561	Closed	-$259K	–	648
2023 Q3	$259K	Buy	+4,561	New	+$267K	0.01%	544

Other funds holding BHP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFG Advisory's BHP Position: Q2 2026 in Review

RFG Advisory opened a new position in BHP (BHP) in Q2 2026: 3,684 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: RFG Advisory previously reported a position in BHP as recently as Q3 2023.

RFG Advisory first reported a position in BHP in Q3 2023 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

RFG Advisory held 3,684 shares of BHP worth $307K as of Q2 2026.
BHP was a new RFG Advisory position in Q2 2026.
BHP made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #937 holding.
RFG Advisory first reported a position in BHP in Q3 2023 and has held it in 2 quarters since.
122 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.