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Richardson Financial Services’s BP BP Stock Holding History

Richardson Financial Services’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 		$3.69K Hold
100
– – ﹤0.01% 519
2026
Q1 		$4.7K Hold
100
– – ﹤0.01% 522
2025
Q4 		$25.1K Hold
100
– – 0.01% 379
2025
Q3 		$3.45K Sell
100
-25
-20% -$837 ﹤0.01% 479
2025
Q2 		$3.74K Sell
125
-6
-5% -$176 ﹤0.01% 471
2025
Q1 		$4.43K Hold
131
– – ﹤0.01% 461
2024
Q4 		$3.87K Sell
131
-131
-50% -$3.94K ﹤0.01% 469
2024
Q3 		$8.84K Buy
262
+131
+100% +$4.43K 0.01% 410
2024
Q2 		$4.73K Buy
131
+31
+31% +$1.16K ﹤0.01% 444
2024
Q1 		$3.77K Buy
+100
New +$3.59K ﹤0.01% 476

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

Richardson Financial Services's BP Position: Q2 2026 in Review

Richardson Financial Services held its BP (BP) position steady in Q2 2026 at 100 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Richardson Financial Services first reported a position in BP in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.1K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Richardson Financial Services held 100 shares of BP worth $3.69K as of Q2 2026.
  • Richardson Financial Services left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #519 holding.
  • Richardson Financial Services first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's BP position peaked at $25.1K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.