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Summit Securities Group’s Bentley Systems BSY Stock Holding History

Summit Securities Group’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 		$59.8K Buy
2,000
+1,038
+108% +$33.8K 0.01% 554
2026
Q1 		$33.8K Buy
+962
New +$35.3K ﹤0.01% 443
2025
Q2 		– Sell
-429
Closed -$16.9K – 1110
2025
Q1 		$16.9K Buy
+429
New +$19.2K ﹤0.01% 487
2024
Q3 		– Sell
-1,178
Closed -$58K – 602
2024
Q2 		$58K Buy
+1,178
New +$61.1K 0.01% 267

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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Securities Group's BSY Position: Q2 2026 in Review

Summit Securities Group increased its Bentley Systems (BSY) stake by 108% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,000 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #554.

Summit Securities Group first reported a position in BSY in Q2 2024 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Summit Securities Group held 2,000 shares of Bentley Systems worth $59.8K as of Q2 2026.
  • Summit Securities Group bought 1,038 Bentley Systems shares in Q2 2026, an estimated $33.8K.
  • Bentley Systems made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #554 holding.
  • Summit Securities Group first reported a position in Bentley Systems in Q2 2024 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.