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Tradition Wealth Management’s BP BP Stock Holding History

Tradition Wealth 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 		$265K Sell
5,647
-903
-14% -$35.4K 0.02% 412
2025
Q4 		$227K Buy
6,550
+4
+0.1% +$140 0.02% 440
2025
Q3 		$226K Buy
+6,546
New +$219K 0.02% 430
2025
Q2 		– Sell
-6,538
Closed -$221K – 464
2025
Q1 		$221K Buy
+6,538
New +$213K 0.02% 393
2024
Q4 		– Sell
-7,146
Closed -$224K – 426
2024
Q3 		$224K Buy
7,146
+54
+0.8% +$1.83K 0.02% 373
2024
Q2 		$256K Buy
7,092
+52
+0.7% +$1.95K 0.02% 337
2024
Q1 		$265K Sell
7,040
-638
-8% -$22.9K 0.03% 321
2023
Q4 		$272K Sell
7,678
-993
-11% -$36.4K 0.03% 286
2023
Q3 		$336K Buy
8,671
+200
+2% +$7.42K 0.04% 234
2023
Q2 		$299K Buy
8,471
+242
+3% +$8.96K 0.03% 252
2023
Q1 		$312K Buy
8,229
+46
+0.6% +$1.72K 0.04% 234
2022
Q4 		$286K Sell
8,183
-440
-5% -$14.6K 0.04% 224
2022
Q3 		$246K Buy
8,623
+50
+0.6% +$1.49K 0.04% 233
2022
Q2 		$243K Buy
8,573
+66
+0.8% +$2.02K 0.04% 241
2022
Q1 		$250K Buy
8,507
+995
+13% +$30.3K 0.03% 266
2021
Q4 		$200K Buy
7,512
+5,311
+241% +$147K 0.03% 304
2021
Q3 		$60K Buy
2,201
+256
+13% +$6.41K 0.01% 461
2021
Q2 		$51K Buy
1,945
+5
+0.3% +$131 0.01% 517
2021
Q1 		$47K Buy
1,940
+139
+8% +$3.35K 0.01% 448
2020
Q4 		$37K Buy
+1,801
New +$33.9K 0.01% 466

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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tradition Wealth Management's BP Position: Q1 2026 in Review

Tradition Wealth Management reduced its BP (BP) stake by 14% in Q1 2026, selling an estimated $35.4K and leaving 5,647 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #412.

Tradition Wealth Management first reported a position in BP in Q4 2020 and has held it in 20 quarters since. The position peaked at $336K in Q3 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Tradition Wealth Management held 5,647 shares of BP worth $265K as of Q1 2026.
  • Tradition Wealth Management sold 903 BP shares in Q1 2026, an estimated $35.4K.
  • BP made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Tradition Wealth Management first reported a position in BP in Q4 2020 and has held it in 20 quarters since.
  • Tradition Wealth Management's BP position peaked at $336K in Q3 2023.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.