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 Q2	$250K	Sell	2,996 -128	-4%	-$10.6K	0.05%	150
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Syverson Strege & Co's BHP Position: Q2 2026 in Review

Syverson Strege & Co reduced its BHP (BHP) stake by 4.1% in Q2 2026, selling an estimated $10.6K and leaving 2,996 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #150.

Syverson Strege & Co first reported a position in BHP in Q3 2021 and has held it in 6 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Syverson Strege & Co held 2,996 shares of BHP worth $250K as of Q2 2026.
Syverson Strege & Co sold 128 BHP shares in Q2 2026, an estimated $10.6K.
BHP made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #150 holding.
Syverson Strege & Co first reported a position in BHP in Q3 2021 and has held it in 6 quarters since.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.