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

Spectrum Planning & Advisory Services’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 Q3	$240K	Buy	+5,466	New	+$235K	0.1%	118

Other funds holding BP

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

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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

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

Spectrum Planning & Advisory Services opened a new position in BP (BP) in Q3 2026: 5,466 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings.

695 funds tracked by Wall St. Rank hold BP as of Q3 2026.

Spectrum Planning & Advisory Services held 5,466 shares of BP worth $240K as of Q3 2026.
BP was a new Spectrum Planning & Advisory Services position in Q3 2026.
BP made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #118 holding.
695 funds tracked by Wall St. Rank held BP as of Q3 2026.

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