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 Q2	$3.69K	Hold	100	–	–	﹤0.01%	264
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tanglewood Legacy Advisors's BP Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its BP (BP) position steady in Q2 2026 at 100 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Tanglewood Legacy Advisors first reported a position in BP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.7K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Tanglewood Legacy Advisors held 100 shares of BP worth $3.69K as of Q2 2026.
Tanglewood Legacy Advisors left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #264 holding.
Tanglewood Legacy Advisors first reported a position in BP in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's BP position peaked at $4.7K in Q1 2026.
1,170 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.