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S&A Financial Services’s BP BP Stock Holding History

S&A 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 		$231K Buy
6,262
+45
+0.7% +$1.98K 0.14% 83
2026
Q1 		$292K Buy
+6,217
New +$244K 0.2% 69

Other funds holding BP

Fisher Asset Management
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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

S&A Financial Services's BP Position: Q2 2026 in Review

S&A Financial Services increased its BP (BP) stake by 0.72% in Q2 2026, buying an estimated $1.98K and bringing the position to 6,262 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #83.

S&A Financial Services first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • S&A Financial Services held 6,262 shares of BP worth $231K as of Q2 2026.
  • S&A Financial Services bought 45 BP shares in Q2 2026, an estimated $1.98K.
  • BP made up 0.14% of S&A Financial Services's portfolio in Q2 2026, its #83 holding.
  • S&A Financial Services first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's BP position peaked at $292K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.