Ritter Daniher Financial Advisory’s BP BP Stock Holding History

Ritter Daniher Financial Advisory’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	$11.5K	Sell	311 -200	-39%	-$8.78K	﹤0.01%	422
2026 Q1	$24K	Sell	511 -2,831	-85%	-$111K	﹤0.01%	347
2025 Q4	$116K	Sell	3,342 -1,000	-23%	-$35.1K	0.02%	207
2025 Q3	$150K	Hold	4,342	–	–	0.03%	174
2025 Q2	$130K	Sell	4,342 -3,519	-45%	-$103K	0.03%	112
2025 Q1	$266K	Hold	7,861	–	–	0.07%	76
2024 Q4	$232K	Sell	7,861 -7,661	-49%	-$230K	0.07%	80
2024 Q3	$487K	Buy	15,522 +15,322	+7,661%	+$518K	0.14%	48
2024 Q2	$7.22K	Hold	200	–	–	﹤0.01%	247
2024 Q1	$7.54K	Sell	200 -153	-43%	-$5.49K	﹤0.01%	235
2023 Q4	$12.5K	Hold	353	–	–	﹤0.01%	219
2023 Q3	$13.7K	Hold	353	–	–	0.01%	210
2023 Q2	$12.5K	Hold	353	–	–	0.01%	202
2023 Q1	$13.4K	Hold	353	–	–	0.01%	194
2022 Q4	$12.3K	Hold	353	–	–	0.01%	197
2022 Q3	$10K	Hold	353	–	–	0.01%	173
2022 Q2	$10K	Hold	353	–	–	0.01%	166
2022 Q1	$10K	Hold	353	–	–	0.01%	171
2021 Q4	$9K	Hold	353	–	–	0.01%	168
2021 Q3	$10K	Hold	353	–	–	0.01%	156
2021 Q2	$9K	Hold	353	–	–	0.01%	159
2021 Q1	$9K	Hold	353	–	–	0.01%	149
2020 Q4	$7K	Buy	+353	New	+$6.65K	0.01%	150

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ritter Daniher Financial Advisory's BP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its BP (BP) stake by 39% in Q2 2026, selling an estimated $8.78K and leaving 311 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Ritter Daniher Financial Advisory first reported a position in BP in Q4 2020 and has held it in 23 quarters since. The position peaked at $487K in Q3 2024. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Ritter Daniher Financial Advisory held 311 shares of BP worth $11.5K as of Q2 2026.
Ritter Daniher Financial Advisory sold 200 BP shares in Q2 2026, an estimated $8.78K.
BP made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #422 holding.
Ritter Daniher Financial Advisory first reported a position in BP in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's BP position peaked at $487K in Q3 2024.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.