SIAG
BPT

Safeguard Investment Advisory Group’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Safeguard Investment Advisory Group’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,607
Closed -$7.83K – 152
2025
Q2 		$7.83K Hold
15,607
– – ﹤0.01% 144
2025
Q1 		$8.63K Buy
+15,607
New +$8.84K ﹤0.01% 141

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Safeguard Investment Advisory Group's BPT Position: Q3 2025 in Review

Safeguard Investment Advisory Group sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 15,607 shares — an estimated $7.83K sold.

Safeguard Investment Advisory Group first reported a position in BPT in Q1 2025 and held it in 2 quarters. The position peaked at $8.63K in Q1 2025. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Safeguard Investment Advisory Group reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 15,607 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $7.83K.
  • Safeguard Investment Advisory Group first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2025 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's BP Prudhoe Bay Royalty Trust position peaked at $8.63K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.