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Summit Financial’s BP BP Stock Holding History

Summit Financial’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 		$614K Buy
16,625
+1,156
+7% +$50.7K 0.01% 1020
2026
Q1 		$727K Sell
15,469
-2,398
-13% -$93.9K 0.01% 885
2025
Q4 		$621K Buy
17,867
+229
+1% +$8.03K 0.01% 816
2025
Q3 		$608K Sell
17,638
-41
-0.2% -$1.37K 0.01% 829
2025
Q2 		$529K Buy
17,679
+1,631
+10% +$47.8K 0.01% 564
2025
Q1 		$542K Sell
16,048
-4,344
-21% -$142K 0.02% 491
2024
Q4 		$603K Buy
20,392
+3,084
+18% +$92.7K 0.02% 415
2024
Q3 		$543K Buy
17,308
+2,654
+18% +$89.8K 0.02% 360
2024
Q2 		$529K Buy
14,654
+7,383
+102% +$277K 0.02% 317
2024
Q1 		$274K Buy
+7,271
New +$261K 0.02% 330
2022
Q3 		– Sell
-10,221
Closed -$290K – 256
2022
Q2 		$290K Sell
10,221
-5,300
-34% -$162K 0.03% 201
2022
Q1 		$456K Buy
15,521
+375
+2% +$11.4K 0.04% 183
2021
Q4 		$403K Buy
15,146
+696
+5% +$19.3K 0.03% 185
2021
Q3 		$395K Sell
14,450
-2,330
-14% -$58.4K 0.03% 163
2021
Q2 		$443K Buy
+16,780
New +$440K 0.04% 95

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
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

Summit Financial's BP Position: Q2 2026 in Review

Summit Financial increased its BP (BP) stake by 7.5% in Q2 2026, buying an estimated $50.7K and bringing the position to 16,625 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #1020.

Summit Financial first reported a position in BP in Q2 2021 and has held it in 15 quarters since. The position peaked at $727K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Summit Financial held 16,625 shares of BP worth $614K as of Q2 2026.
  • Summit Financial bought 1,156 BP shares in Q2 2026, an estimated $50.7K.
  • BP made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1020 holding.
  • Summit Financial first reported a position in BP in Q2 2021 and has held it in 15 quarters since.
  • Summit Financial's BP position peaked at $727K in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.