Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Bentley Systems BSY Stock Holding History

Steward Partners Investment Advisory’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84K Buy
2,811
+1,889
+205% +$61.4K ﹤0.01% 2682
2026
Q1 		$32.4K Sell
922
-1,103
-54% -$40.5K ﹤0.01% 3010
2025
Q4 		$77.3K Buy
2,025
+278
+16% +$12.7K ﹤0.01% 2439
2025
Q3 		$89.9K Buy
1,747
+1,500
+607% +$82.2K ﹤0.01% 2294
2025
Q2 		$13.3K Buy
247
+34
+16% +$1.57K ﹤0.01% 3083
2025
Q1 		$8.38K Sell
213
-36
-14% -$1.61K ﹤0.01% 3172
2024
Q4 		$11.6K Sell
249
-208
-46% -$10.1K ﹤0.01% 3038
2024
Q3 		$23.2K Sell
457
-76
-14% -$3.74K ﹤0.01% 2596
2024
Q2 		$26.3K Buy
533
+257
+93% +$13.3K ﹤0.01% 2402
2024
Q1 		$14.4K Buy
276
+178
+182% +$8.96K ﹤0.01% 2654
2023
Q4 		$5.11K Buy
+98
New +$5.03K ﹤0.01% 2951
2022
Q3 		– Sell
-143
Closed -$5K – 3236
2022
Q2 		$5K Sell
143
-460
-76% -$16.9K ﹤0.01% 2757
2022
Q1 		$27K Buy
+603
New +$24.1K ﹤0.01% 2219

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Bentley Systems (BSY) stake by 205% in Q2 2026, buying an estimated $61.4K and bringing the position to 2,811 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Steward Partners Investment Advisory first reported a position in BSY in Q1 2022 and has held it in 13 quarters since. The position peaked at $89.9K in Q3 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Steward Partners Investment Advisory held 2,811 shares of Bentley Systems worth $84K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,889 Bentley Systems shares in Q2 2026, an estimated $61.4K.
  • Bentley Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2682 holding.
  • Steward Partners Investment Advisory first reported a position in Bentley Systems in Q1 2022 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Bentley Systems position peaked at $89.9K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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