Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s BP BP Stock Holding History

Steward Partners Investment Advisory’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 		$3.13M Sell
84,620
-93,623
-53% -$4.11M 0.02% 739
2026
Q1 		$8.38M Buy
178,243
+126,891
+247% +$4.97M 0.04% 369
2025
Q4 		$1.78M Sell
51,352
-12,177
-19% -$427K 0.01% 826
2025
Q3 		$2.19M Sell
63,529
-18,349
-22% -$615K 0.01% 744
2025
Q2 		$2.45M Buy
81,878
+7,902
+11% +$232K 0.02% 647
2025
Q1 		$2.5M Sell
73,976
-6,387
-8% -$208K 0.02% 591
2024
Q4 		$2.38M Sell
80,363
-6,387
-7% -$192K 0.02% 579
2024
Q3 		$2.72M Buy
86,750
+24,721
+40% +$836K 0.03% 530
2024
Q2 		$2.24M Buy
62,029
+5,676
+10% +$213K 0.02% 552
2024
Q1 		$2.12M Buy
56,353
+11,273
+25% +$404K 0.02% 572
2023
Q4 		$1.6M Buy
45,080
+3,789
+9% +$139K 0.02% 569
2023
Q3 		$1.6M Buy
41,291
+7,260
+21% +$269K 0.02% 524
2023
Q2 		$1.2M Sell
34,031
-1,253
-4% -$46.4K 0.02% 635
2023
Q1 		$1.34M Buy
35,284
+523
+2% +$19.5K 0.02% 587
2022
Q4 		$1.21M Buy
34,761
+4,079
+13% +$136K 0.02% 598
2022
Q3 		$876K Sell
30,682
-269
-0.9% -$8.01K 0.02% 667
2022
Q2 		$877K Buy
30,951
+1,256
+4% +$38.5K 0.02% 676
2022
Q1 		$873K Sell
29,695
-10,149
-25% -$309K 0.01% 724
2021
Q4 		$1.06M Sell
39,844
-417
-1% -$11.6K 0.02% 669
2021
Q3 		$1.1M Buy
40,261
+6,104
+18% +$153K 0.02% 629
2021
Q2 		$902K Sell
34,157
-11,605
-25% -$304K 0.02% 712
2021
Q1 		$1.11M Buy
45,762
+25,549
+126% +$615K 0.02% 610
2020
Q4 		$415K Sell
20,213
-114
-0.6% -$2.15K 0.01% 812
2020
Q3 		$355K Sell
20,327
-2,318
-10% -$50.2K 0.01% 764
2020
Q2 		$528K Sell
22,645
-23,049
-50% -$553K 0.02% 611
2020
Q1 		$1.11M Sell
45,694
-11,858
-21% -$383K 0.04% 364
2019
Q4 		$2.17M Sell
57,552
-14,597
-20% -$554K 0.06% 290
2019
Q3 		$2.74M Buy
72,149
+31,649
+78% +$1.21M 0.09% 227
2019
Q2 		$1.66M Buy
40,500
+5,650
+16% +$237K 0.06% 291
2019
Q1 		$1.5M Sell
34,850
-851
-2% -$34.9K 0.06% 282
2018
Q4 		$1.31M Buy
35,701
+11,233
+46% +$448K 0.06% 289
2018
Q3 		$1.08M Buy
24,468
+8,609
+54% +$360K 0.05% 326
2018
Q2 		$682K Buy
15,859
+3,245
+26% +$136K 0.04% 395
2018
Q1 		$475K Buy
12,614
+605
+5% +$22.8K 0.03% 435
2017
Q4 		$462K Buy
12,009
+198
+2% +$7.17K 0.04% 376
2017
Q3 		$409K Buy
11,811
+1,137
+11% +$36.1K 0.04% 334
2017
Q2 		$327K Buy
10,674
+635
+6% +$19.8K 0.04% 335
2017
Q1 		$302K Buy
10,039
+1,576
+19% +$47.9K 0.05% 269
2016
Q4 		$271K Buy
+8,463
New +$255K 0.12% 145

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's BP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BP (BP) stake by 53% in Q2 2026, selling an estimated $4.11M and leaving 84,620 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #739.

Steward Partners Investment Advisory first reported a position in BP in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.38M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Steward Partners Investment Advisory held 84,620 shares of BP worth $3.13M as of Q2 2026.
  • Steward Partners Investment Advisory sold 93,623 BP shares in Q2 2026, an estimated $4.11M.
  • BP made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #739 holding.
  • Steward Partners Investment Advisory first reported a position in BP in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's BP position peaked at $8.38M in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.