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Sunrise Financial Services’s BP BP Stock Holding History

Sunrise Financial Services’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 		$3.95K Hold
107
– – ﹤0.01% 302
2026
Q1 		$5.03K Hold
107
– – ﹤0.01% 284
2025
Q4 		$3.72K Buy
+107
New +$3.75K ﹤0.01% 279

Other funds holding BP

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Acadian Asset Management
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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

Sunrise Financial Services's BP Position: Q2 2026 in Review

Sunrise Financial Services held its BP (BP) position steady in Q2 2026 at 107 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Sunrise Financial Services first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.03K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Sunrise Financial Services held 107 shares of BP worth $3.95K as of Q2 2026.
  • Sunrise Financial Services left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #302 holding.
  • Sunrise Financial Services first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's BP position peaked at $5.03K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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