True Wealth Design’s Bentley Systems BSY Stock Holding History

True Wealth Design’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2	Closed	-$60	–	2618
2026 Q2	$60	Sell	2 -4	-67%	-$130	﹤0.01%	2584
2026 Q1	$211	Sell	6 -7	-54%	-$257	﹤0.01%	2325
2025 Q4	$497	Sell	13 -4	-24%	-$182	﹤0.01%	1948
2025 Q3	$876	Hold	17	–	–	﹤0.01%	1798
2025 Q2	$918	Sell	17 -2	-11%	-$93	﹤0.01%	1509
2025 Q1	$748	Buy	19 +5	+36%	+$223	﹤0.01%	1383
2024 Q4	$654	Buy	14 +1	+8%	+$49	﹤0.01%	1046
2024 Q3	$661	Buy	13 +9	+225%	+$443	﹤0.01%	1048
2024 Q2	$198	Hold	4	–	–	﹤0.01%	747
2024 Q1	$209	Buy	4 +2	+100%	+$101	﹤0.01%	737
2023 Q4	$105	Hold	2	–	–	﹤0.01%	737
2023 Q3	$101	Hold	2	–	–	﹤0.01%	715
2023 Q2	$109	Hold	2	–	–	﹤0.01%	715
2023 Q1	$86	Buy	+2	New	+$80	﹤0.01%	802

Other funds holding BSY

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MAM

Mainsail Asset Management Birmingham, Alabama $249M AUM 16.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's BSY Position: Q3 2026 in Review

True Wealth Design sold out of Bentley Systems (BSY) in Q3 2026, closing a stake of 2 shares — an estimated $60 sold.

True Wealth Design first reported a position in BSY in Q1 2023 and held it in 14 quarters. The position peaked at $918 in Q2 2025. 18 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

True Wealth Design reported no remaining Bentley Systems position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 2 Bentley Systems shares in Q3 2026, an estimated $60.
True Wealth Design first reported a position in Bentley Systems in Q1 2023 and held it in 14 quarters.
True Wealth Design's Bentley Systems position peaked at $918 in Q2 2025.
18 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.