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SeaCrest Wealth Management’s BHP BHP Stock Holding History

SeaCrest Wealth Management’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
Q2 		$518K Hold
6,221
– – 0.06% 279
2026
Q1 		$453K Buy
6,221
+2,452
+65% +$173K 0.05% 352
2025
Q4 		$241K Buy
3,769
+36
+1% +$2.05K 0.02% 526
2025
Q3 		$209K Buy
+3,733
New +$199K 0.02% 583
2024
Q4 		– Sell
-5,876
Closed -$365K – 660
2024
Q3 		$365K Buy
5,876
+821
+16% +$45.3K 0.04% 431
2024
Q2 		$289K Sell
5,055
-7,537
-60% -$438K 0.03% 471
2024
Q1 		$726K Sell
12,592
-4,174
-25% -$250K 0.09% 232
2023
Q4 		$1.11M Buy
16,766
+101
+0.6% +$6.1K 0.14% 153
2023
Q3 		$948K Buy
16,665
+88
+0.5% +$5.14K 0.12% 174
2023
Q2 		$989K Buy
16,577
+877
+6% +$52.3K 0.12% 166
2023
Q1 		$996K Buy
15,700
+4,839
+45% +$312K 0.13% 164
2022
Q4 		$674K Buy
10,861
+8
+0.1% +$450 0.1% 242
2022
Q3 		$543K Buy
10,853
+9,003
+487% +$477K 0.08% 276
2022
Q2 		$104K Sell
1,850
-1,989
-52% -$123K 0.01% 847
2022
Q1 		$265K Buy
+3,839
New +$233K 0.03% 557
2021
Q3 		– Sell
-6,679
Closed -$434K – 682
2021
Q2 		$434K Buy
6,679
+2,611
+64% +$173K 0.05% 385
2021
Q1 		$252K Buy
+4,068
New +$262K 0.03% 520
2019
Q2 		– Sell
-785
Closed -$38K – 656
2019
Q1 		$38K Sell
785
-728
-48% -$33.2K 0.01% 1031
2018
Q4 		$65K Hold
1,513
– – 0.01% 811
2018
Q3 		$67K Sell
1,513
-281
-16% -$12.2K 0.01% 893
2018
Q2 		$80K Sell
1,794
-112
-6% -$4.85K 0.01% 805
2018
Q1 		$76K Sell
1,906
-336
-15% -$14.1K 0.01% 791
2017
Q4 		$92K Buy
+2,242
New +$84.4K 0.02% 743

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

SeaCrest Wealth Management's BHP Position: Q2 2026 in Review

SeaCrest Wealth Management held its BHP (BHP) position steady in Q2 2026 at 6,221 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #279.

SeaCrest Wealth Management first reported a position in BHP in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2023. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • SeaCrest Wealth Management held 6,221 shares of BHP worth $518K as of Q2 2026.
  • SeaCrest Wealth Management left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.06% of SeaCrest Wealth Management's portfolio in Q2 2026, its #279 holding.
  • SeaCrest Wealth Management first reported a position in BHP in Q4 2017 and has held it in 23 quarters since.
  • SeaCrest Wealth Management's BHP position peaked at $1.11M in Q4 2023.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.