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SVB Wealth’s BHP BHP Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-7,589
Closed -$368K – 639
2025
Q1 		$368K Sell
7,589
-1,665
-18% -$82.9K 0.02% 238
2024
Q4 		$452K Buy
+9,254
New +$503K 0.01% 443
2024
Q3 		– Sell
-11,059
Closed -$631K – 83
2024
Q2 		$631K Sell
11,059
-1,778
-14% -$103K 0.02% 388
2024
Q1 		$741K Sell
12,837
-203
-2% -$12.1K 0.02% 402
2023
Q4 		$891K Buy
13,040
+170
+1% +$10.3K 0.02% 357
2023
Q3 		$732K Sell
12,870
-1,477
-10% -$86.3K 0.02% 365
2023
Q2 		$856K Sell
14,347
-474
-3% -$28.3K 0.02% 364
2023
Q1 		$940K Buy
14,821
+200
+1% +$12.9K 0.01% 389
2022
Q4 		$907K Sell
14,621
-327
-2% -$18.4K 0.01% 422
2022
Q3 		$749K Buy
14,948
+2,195
+17% +$116K 0.01% 428
2022
Q2 		$716K Buy
12,753
+530
+4% +$32.9K 0.01% 380
2022
Q1 		$842K Buy
12,223
+1,003
+9% +$60.9K 0.01% 350
2021
Q4 		$604K Sell
11,220
-9,504
-46% -$475K 0.01% 405
2021
Q3 		$990K Sell
20,724
-13,821
-40% -$844K 0.01% 393
2021
Q2 		$2.25M Buy
34,545
+20,291
+142% +$1.34M 0.03% 241
2021
Q1 		$882K Buy
14,254
+1,830
+15% +$118K 0.01% 374
2020
Q4 		$725K Buy
12,424
+2,187
+21% +$110K 0.01% 389
2020
Q3 		$472K Buy
10,237
+1,544
+18% +$74.3K 0.01% 425
2020
Q2 		$386K Buy
+8,693
New +$340K 0.01% 413
2020
Q1 		– Sell
-5,049
Closed -$246K – 604
2019
Q4 		$246K Buy
+5,049
New +$229K ﹤0.01% 536
2015
Q4 		– Sell
-13,992
Closed -$395K – 542
2015
Q3 		$395K Sell
13,992
-3,015
-18% -$97.9K 0.02% 442
2015
Q2 		$618K Buy
17,007
+1,213
+8% +$49K 0.02% 397
2015
Q1 		$621K Buy
15,794
+927
+6% +$37.6K 0.02% 382
2014
Q4 		$595K Buy
+14,867
New +$686K 0.02% 376

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's BHP Position: Q2 2025 in Review

SVB Wealth sold out of BHP (BHP) in Q2 2025, closing a stake of 7,589 shares — an estimated $368K sold.

SVB Wealth first reported a position in BHP in Q4 2014 and held it in 24 quarters. The position peaked at $2.25M in Q2 2021. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • SVB Wealth reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 7,589 BHP shares in Q2 2025, an estimated $368K.
  • SVB Wealth first reported a position in BHP in Q4 2014 and held it in 24 quarters.
  • SVB Wealth's BHP position peaked at $2.25M in Q2 2021.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.