SWA
BP icon

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
Q2 		$24.6K Hold
665
– – ﹤0.01% 494
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 $336B AUM 34.66% 1-Year Est. Return
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

SOA Wealth Advisors's BP Position: Q2 2026 in Review

SOA Wealth Advisors held its BP (BP) position steady in Q2 2026 at 665 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

SOA Wealth Advisors first reported a position in BP in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.5K in Q4 2022. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • SOA Wealth Advisors held 665 shares of BP worth $24.6K as of Q2 2026.
  • SOA Wealth Advisors left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #494 holding.
  • SOA Wealth Advisors first reported a position in BP in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's BP position peaked at $33.5K in Q4 2022.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.