Spectrum Planning & Advisory Services’s BHP BHP Stock Holding History

Spectrum Planning & Advisory Services’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 Q3	$205K	Buy	+2,420	New	+$211K	0.09%	135

Other funds holding BHP

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Spectrum Planning & Advisory Services's BHP Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in BHP (BHP) in Q3 2026: 2,420 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #135 among its holdings.

496 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Spectrum Planning & Advisory Services held 2,420 shares of BHP worth $205K as of Q3 2026.
BHP was a new Spectrum Planning & Advisory Services position in Q3 2026.
BHP made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #135 holding.
496 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.