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Toth Financial Advisory’s BHP BHP Stock Holding History

Toth Financial Advisory’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27K Buy
+15
New +$1.31K ﹤0.01% 893
2026
Q1 		– Sell
-3
Closed -$182 – 937
2025
Q4 		$182 Buy
+3
New +$170 ﹤0.01% 861
2023
Q3 		– Sell
-25
Closed -$1.49K – 764
2023
Q2 		$1.49K Buy
+25
New +$1.49K ﹤0.01% 685

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Toth Financial Advisory's BHP Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in BHP (BHP) in Q3 2026: 15 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in BHP as recently as Q4 2025.

Toth Financial Advisory first reported a position in BHP in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.49K in Q2 2023. 45 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Toth Financial Advisory held 15 shares of BHP worth $1.27K as of Q3 2026.
  • BHP was a new Toth Financial Advisory position in Q3 2026.
  • BHP made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #893 holding.
  • Toth Financial Advisory first reported a position in BHP in Q2 2023 and has held it in 3 quarters since.
  • Toth Financial Advisory's BHP position peaked at $1.49K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.