Transamerica Financial Advisors’s BP BP Stock Holding History

Transamerica Financial Advisors’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	$17.3K	Sell	469 -74	-14%	-$3.25K	﹤0.01%	901
2026 Q1	$25.5K	Sell	543 -37	-6%	-$1.45K	﹤0.01%	760
2025 Q4	$20.1K	Buy	580 +540	+1,350%	+$18.9K	﹤0.01%	720
2025 Q3	$1.38K	Buy	+40	New	+$1.34K	﹤0.01%	1118
2017 Q1	–	Sell	-53	Closed	-$2K	–	397
2016 Q4	$2K	Buy	+53	New	+$1.59K	﹤0.01%	291
2016 Q1	–	Sell	-21,198	Closed	-$558K	–	757
2015 Q4	$558K	Sell	21,198 -594	-3%	-$16.9K	0.04%	220
2015 Q3	$561K	Buy	21,792 +21,198	+3,569%	+$621K	0.05%	198
2015 Q2	$20K	Buy	+594	New	+$20.8K	﹤0.01%	557

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

Transamerica Financial Advisors's BP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its BP (BP) stake by 14% in Q2 2026, selling an estimated $3.25K and leaving 469 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Transamerica Financial Advisors first reported a position in BP in Q2 2015 and has held it in 8 quarters since. The position peaked at $561K in Q3 2015. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Transamerica Financial Advisors held 469 shares of BP worth $17.3K as of Q2 2026.
Transamerica Financial Advisors sold 74 BP shares in Q2 2026, an estimated $3.25K.
BP made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #901 holding.
Transamerica Financial Advisors first reported a position in BP in Q2 2015 and has held it in 8 quarters since.
Transamerica Financial Advisors's BP position peaked at $561K in Q3 2015.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.