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Syverson Strege & Co’s BHP BHP Stock Holding History

Syverson Strege & Co’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
2026
Q1 		$227K Buy
+3,124
New +$221K 0.05% 151
2023
Q2 		– Sell
-916
Closed -$58.1K – 123
2023
Q1 		$58.1K Buy
+916
New +$59.1K 0.02% 116
2022
Q3 		– Sell
-254
Closed -$14K – 290
2022
Q2 		$14K Buy
254
+108
+74% +$6.71K 0.01% 200
2022
Q1 		$10K Buy
+146
New +$8.87K 0.01% 192
2021
Q4 		– Sell
-104
Closed -$5K – 320
2021
Q3 		$5K Buy
+104
New +$6.35K ﹤0.01% 320

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syverson Strege & Co's BHP Position: Q1 2026 in Review

Syverson Strege & Co opened a new position in BHP (BHP) in Q1 2026: 3,124 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in BHP as recently as Q1 2023.

Syverson Strege & Co first reported a position in BHP in Q3 2021 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Syverson Strege & Co held 3,124 shares of BHP worth $227K as of Q1 2026.
  • BHP was a new Syverson Strege & Co position in Q1 2026.
  • BHP made up 0.05% of Syverson Strege & Co's portfolio in Q1 2026, its #151 holding.
  • Syverson Strege & Co first reported a position in BHP in Q3 2021 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.