Trust Point Inc’s BHP BHP Stock Holding History

Trust Point Inc’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	–	Sell	-6,796	Closed	-$494K	–	498
2026 Q1	$494K	Buy	6,796 +1,523	+29%	+$108K	0.04%	254
2025 Q4	$318K	Buy	+5,273	New	+$300K	0.03%	353

Other funds holding BHP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Trust Point Inc's BHP Position: Q2 2026 in Review

Trust Point Inc sold out of BHP (BHP) in Q2 2026, closing a stake of 6,796 shares — an estimated $494K sold.

Trust Point Inc first reported a position in BHP in Q4 2025 and held it in 2 quarters. The position peaked at $494K in Q1 2026. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Trust Point Inc reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 6,796 BHP shares in Q2 2026, an estimated $494K.
Trust Point Inc first reported a position in BHP in Q4 2025 and held it in 2 quarters.
Trust Point Inc's BHP position peaked at $494K in Q1 2026.
179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.