Tidemark’s BP BP Stock Holding History

Tidemark’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	$17.3K	Buy	367 +4	+1%	+$157	﹤0.01%	390
2025 Q4	$12.6K	Buy	363 +5	+1%	+$175	﹤0.01%	405
2025 Q3	$12.3K	Buy	358 +5	+1%	+$167	﹤0.01%	428
2025 Q2	$10.6K	Buy	353 +5	+1%	+$147	﹤0.01%	442
2025 Q1	$11.7K	Buy	348 +5	+1%	+$163	﹤0.01%	417
2024 Q4	$10.1K	Buy	343 +6	+2%	+$180	﹤0.01%	445
2024 Q3	$10.6K	Buy	337 +5	+2%	+$169	﹤0.01%	425
2024 Q2	$12K	Buy	332 +4	+1%	+$150	0.01%	393
2024 Q1	$12.4K	Buy	328 +3	+0.9%	+$108	0.01%	409
2023 Q4	$11.5K	Buy	+325	New	+$11.9K	0.01%	406

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