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TrueMark Investments’s BP BP Stock Holding History

TrueMark Investments’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 		$3.52M Buy
95,277
+12,090
+15% +$530K 0.44% 59
2026
Q1 		$3.91M Buy
+83,187
New +$3.26M 0.76% 51

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TrueMark Investments's BP Position: Q2 2026 in Review

TrueMark Investments increased its BP (BP) stake by 15% in Q2 2026, buying an estimated $530K and bringing the position to 95,277 shares worth $3.52M. The position accounts for 0.44% of the portfolio, ranked #59.

TrueMark Investments first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.91M in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • TrueMark Investments held 95,277 shares of BP worth $3.52M as of Q2 2026.
  • TrueMark Investments bought 12,090 BP shares in Q2 2026, an estimated $530K.
  • BP made up 0.44% of TrueMark Investments's portfolio in Q2 2026, its #59 holding.
  • TrueMark Investments first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • TrueMark Investments's BP position peaked at $3.91M in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.