Summit Securities Group
BHP icon

Summit Securities Group’s BHP BHP Stock Holding History

Summit Securities Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$6K – 885
2023
Q1 		$6K Sell
100
-2,900
-97% -$187K ﹤0.01% 703
2022
Q4 		$186K Sell
3,000
-2,500
-45% -$141K 0.01% 494
2022
Q3 		$275K Buy
+5,500
New +$291K 0.02% 363
2015
Q1 		– Sell
-5
Closed -$1K – 399
2014
Q4 		$1K Buy
+5
New +$231 ﹤0.01% 549
2013
Q4 		– Sell
-46
Closed -$1K – 516
2013
Q3 		$1K Buy
+46
New +$2.5K ﹤0.01% 363

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Summit Securities Group's BHP Position: Q3 2026 in Review

Summit Securities Group reduced its BHP (BHP) stake by 46% in Q3 2026, selling an estimated $52.3K and leaving 700 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #542.

Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 25 quarters since. The position peaked at $611K in Q1 2021. 537 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Summit Securities Group held 700 shares of BHP worth $59.4K as of Q3 2026.
  • Summit Securities Group sold 600 BHP shares in Q3 2026, an estimated $52.3K.
  • BHP made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #542 holding.
  • Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 25 quarters since.
  • Summit Securities Group's BHP position peaked at $611K in Q1 2021.
  • 537 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.