Tanglewood Legacy Advisors’s BP BP Stock Holding History

Tanglewood Legacy Advisors’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 Q1	$4.7K	Hold	100	–	–	﹤0.01%	241
2025 Q4	$3.47K	Hold	100	–	–	﹤0.01%	247
2025 Q3	$3.45K	Hold	100	–	–	﹤0.01%	253
2025 Q2	$2.99K	Hold	100	–	–	﹤0.01%	268
2025 Q1	$3.38K	Hold	100	–	–	﹤0.01%	273
2024 Q4	$2.96K	Hold	100	–	–	﹤0.01%	273
2024 Q3	$3.14K	Hold	100	–	–	﹤0.01%	258
2024 Q2	$3.61K	Hold	100	–	–	﹤0.01%	260
2024 Q1	$3.77K	Hold	100	–	–	﹤0.01%	270
2023 Q4	$3.54K	Hold	100	–	–	﹤0.01%	265
2023 Q3	$3.87K	Hold	100	–	–	﹤0.01%	271
2023 Q2	$3.53K	Hold	100	–	–	﹤0.01%	269
2023 Q1	$3.79K	Hold	100	–	–	﹤0.01%	267
2022 Q4	$3.49K	Buy	+100	New	+$3.33K	﹤0.01%	233

Other funds holding BP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return