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SOA Wealth Advisors’s BP BP Stock Holding History

SOA Wealth Advisors’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
Q1 		$31.3K Hold
665
– – 0.01% 437
2025
Q4 		$23.1K Sell
665
-100
-13% -$3.51K ﹤0.01% 484
2025
Q3 		$26.4K Hold
765
– – ﹤0.01% 471
2025
Q2 		$22.9K Hold
765
– – ﹤0.01% 484
2025
Q1 		$25.8K Sell
765
-100
-12% -$3.26K 0.01% 429
2024
Q4 		$25.6K Buy
865
+100
+13% +$3K ﹤0.01% 416
2024
Q3 		$24K Hold
765
– – ﹤0.01% 423
2024
Q2 		$27.6K Hold
765
– – 0.01% 387
2024
Q1 		$28.8K Hold
765
– – 0.01% 384
2023
Q4 		$27.1K Hold
765
– – 0.01% 375
2023
Q3 		$29.6K Hold
765
– – 0.01% 350
2023
Q2 		$27K Sell
765
-13
-2% -$481 0.01% 378
2023
Q1 		$29.5K Sell
778
-181
-19% -$6.76K 0.01% 357
2022
Q4 		$33.5K Buy
959
+1
+0.1% +$33 0.01% 327
2022
Q3 		$27K Buy
958
+2
+0.2% +$60 0.01% 337
2022
Q2 		$27K Buy
956
+2
+0.2% +$61 0.01% 339
2022
Q1 		$28K Buy
954
+2
+0.2% +$61 0.01% 395
2021
Q4 		$25K Buy
952
+2
+0.2% +$55 0.01% 403
2021
Q3 		$25K Buy
950
+15
+2% +$376 0.01% 409
2021
Q2 		$24K Buy
935
+2
+0.2% +$52 0.01% 422
2021
Q1 		$22K Buy
933
+2
+0.2% +$48 0.01% 386
2020
Q4 		$20K Buy
+931
New +$17.5K 0.01% 400

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SOA Wealth Advisors's BP Position: Q1 2026 in Review

SOA Wealth Advisors held its BP (BP) position steady in Q1 2026 at 665 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #437.

SOA Wealth Advisors first reported a position in BP in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.5K in Q4 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • SOA Wealth Advisors held 665 shares of BP worth $31.3K as of Q1 2026.
  • SOA Wealth Advisors left its BP share count unchanged in Q1 2026.
  • BP made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #437 holding.
  • SOA Wealth Advisors first reported a position in BP in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's BP position peaked at $33.5K in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.