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Stonebridge Financial Group (Pennsylvania)’s BP BP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-4,602
Closed -$216K – 277
2026
Q1 		$216K Buy
+4,602
New +$180K 0.02% 246
2025
Q2 		– Sell
-1,493
Closed -$50.4K – 309
2025
Q1 		$50.4K Hold
1,493
– – 0.01% 382
2024
Q4 		$44.1K Buy
+1,493
New +$44.9K ﹤0.01% 405

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of BP (BP) in Q2 2026, closing a stake of 4,602 shares — an estimated $216K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BP in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q1 2026. 975 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 4,602 BP shares in Q2 2026, an estimated $216K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in BP in Q4 2024 and held it in 3 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s BP position peaked at $216K in Q1 2026.
  • 975 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.