TFC Financial Management’s BP BP Stock Holding History

TFC Financial Management’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	$47K	Hold	1,000	–	–	0.01%	279
2025 Q4	$34.7K	Hold	1,000	–	–	﹤0.01%	307
2025 Q3	$34.5K	Hold	1,000	–	–	﹤0.01%	304
2025 Q2	$29.9K	Sell	1,000 -57	-5%	-$1.67K	﹤0.01%	307
2025 Q1	$35.7K	Hold	1,057	–	–	0.01%	280
2024 Q4	$31.2K	Buy	1,057 +1,000	+1,754%	+$30K	﹤0.01%	282
2024 Q3	$1.79K	Hold	57	–	–	﹤0.01%	514
2024 Q2	$2.06K	Hold	57	–	–	﹤0.01%	476
2024 Q1	$2.15K	Hold	57	–	–	﹤0.01%	458
2023 Q4	$2.02K	Sell	57 -104	-65%	-$3.81K	﹤0.01%	454
2023 Q3	$6.23K	Buy	161 +48	+42%	+$1.78K	﹤0.01%	373
2023 Q2	$3.99K	Hold	113	–	–	﹤0.01%	387
2023 Q1	$4.29K	Hold	113	–	–	﹤0.01%	408
2022 Q4	$3.95K	Hold	113	–	–	﹤0.01%	348
2022 Q3	$3K	Hold	113	–	–	﹤0.01%	368
2022 Q2	$3K	Hold	113	–	–	﹤0.01%	361
2022 Q1	$3K	Hold	113	–	–	﹤0.01%	371
2021 Q4	$3K	Hold	113	–	–	﹤0.01%	419
2021 Q3	$3K	Hold	113	–	–	﹤0.01%	410
2021 Q2	$3K	Sell	113 -93	-45%	-$2.44K	﹤0.01%	395
2021 Q1	$5K	Sell	206 -789	-79%	-$19K	﹤0.01%	356
2020 Q4	$20K	Buy	995 +13	+1%	+$245	0.01%	247
2020 Q3	$17K	Buy	+982	New	+$21.3K	0.01%	247

Other funds holding BP

Fisher Asset Management

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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