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 Q2	$37K	Hold	1,000	–	–	﹤0.01%	323
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 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

TFC Financial Management's BP Position: Q2 2026 in Review

TFC Financial Management held its BP (BP) position steady in Q2 2026 at 1,000 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

TFC Financial Management first reported a position in BP in Q3 2020 and has held it in 24 quarters since. The position peaked at $47K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

TFC Financial Management held 1,000 shares of BP worth $37K as of Q2 2026.
TFC Financial Management left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #323 holding.
TFC Financial Management first reported a position in BP in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's BP position peaked at $47K in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.