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Trek Financial’s BHP BHP Stock Holding History

Trek Financial’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
Q2 		$324K Sell
3,889
-1,102
-22% -$91.5K 0.02% 394
2026
Q1 		$363K Buy
4,991
+779
+18% +$55K 0.02% 347
2025
Q4 		$254K Buy
4,212
+498
+13% +$28.3K 0.01% 388
2025
Q3 		$207K Buy
+3,714
New +$198K 0.01% 414

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trek Financial's BHP Position: Q2 2026 in Review

Trek Financial reduced its BHP (BHP) stake by 22% in Q2 2026, selling an estimated $91.5K and leaving 3,889 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #394.

Trek Financial first reported a position in BHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q1 2026. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Trek Financial held 3,889 shares of BHP worth $324K as of Q2 2026.
  • Trek Financial sold 1,102 BHP shares in Q2 2026, an estimated $91.5K.
  • BHP made up 0.02% of Trek Financial's portfolio in Q2 2026, its #394 holding.
  • Trek Financial first reported a position in BHP in Q3 2025 and has held it in 4 quarters since.
  • Trek Financial's BHP position peaked at $363K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.