Roxbury Financial
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Roxbury Financial’s BP BP Stock Holding History

Roxbury Financial’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
Q3 		$3.34K Hold
76
– – ﹤0.01% 378
2026
Q2 		$2.81K Hold
76
– – ﹤0.01% 364
2026
Q1 		$3.57K Hold
76
– – ﹤0.01% 334
2025
Q4 		$2.64K Sell
76
-535
-88% -$18.8K ﹤0.01% 341
2025
Q3 		$21.1K Hold
611
– – 0.02% 247
2025
Q2 		$18.3K Sell
611
-93
-13% -$2.73K 0.02% 253
2025
Q1 		$23.3K Hold
704
– – 0.02% 228
2024
Q4 		$20.6K Buy
+704
New +$21.2K 0.02% 241

Other funds holding BP

Fisher Asset Management
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Roxbury Financial's BP Position: Q3 2026 in Review

Roxbury Financial held its BP (BP) position steady in Q3 2026 at 76 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Roxbury Financial first reported a position in BP in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.3K in Q1 2025. 904 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Roxbury Financial held 76 shares of BP worth $3.34K as of Q3 2026.
  • Roxbury Financial left its BP share count unchanged in Q3 2026.
  • BP made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #378 holding.
  • Roxbury Financial first reported a position in BP in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's BP position peaked at $23.3K in Q1 2025.
  • 904 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.