Riversedge Advisors
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Riversedge Advisors’s BHP BHP Stock Holding History

Riversedge Advisors’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
Q3 		$574K Buy
6,771
+1,429
+27% +$125K 0.07% 127
2026
Q2 		$445K Buy
5,342
+995
+23% +$82.6K 0.06% 138
2026
Q1 		$316K Buy
4,347
+576
+15% +$40.7K 0.05% 143
2025
Q4 		$228K Buy
+3,771
New +$214K 0.04% 181

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Riversedge Advisors's BHP Position: Q3 2026 in Review

Riversedge Advisors increased its BHP (BHP) stake by 27% in Q3 2026, buying an estimated $125K and bringing the position to 6,771 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #127.

Riversedge Advisors first reported a position in BHP in Q4 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Riversedge Advisors held 6,771 shares of BHP worth $574K as of Q3 2026.
  • Riversedge Advisors bought 1,429 BHP shares in Q3 2026, an estimated $125K.
  • BHP made up 0.07% of Riversedge Advisors's portfolio in Q3 2026, its #127 holding.
  • Riversedge Advisors first reported a position in BHP in Q4 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.