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Trust Point Inc’s BP BP Stock Holding History

Trust Point Inc’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 		– Sell
-17,397
Closed -$818K – 504
2026
Q1 		$818K Buy
17,397
+2,458
+16% +$96.3K 0.07% 154
2025
Q4 		$519K Buy
14,939
+2,899
+24% +$102K 0.04% 227
2025
Q3 		$415K Buy
+12,040
New +$403K 0.03% 274
2025
Q2 		– Sell
-10,203
Closed -$345K – 421
2025
Q1 		$345K Sell
10,203
-110
-1% -$3.59K 0.03% 306
2024
Q4 		$305K Sell
10,313
-677
-6% -$20.3K 0.02% 418
2024
Q3 		$345K Sell
10,990
-1,255
-10% -$42.5K 0.03% 355
2024
Q2 		$442K Buy
12,245
+169
+1% +$6.33K 0.04% 288
2024
Q1 		$455K Buy
12,076
+834
+7% +$29.9K 0.04% 305
2023
Q4 		$398K Buy
+11,242
New +$412K 0.03% 326

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 $3.37T AUM 44.26% 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

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

Trust Point Inc sold out of BP (BP) in Q2 2026, closing a stake of 17,397 shares — an estimated $818K sold.

Trust Point Inc first reported a position in BP in Q4 2023 and held it in 9 quarters. The position peaked at $818K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Trust Point Inc reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 17,397 BP shares in Q2 2026, an estimated $818K.
  • Trust Point Inc first reported a position in BP in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's BP position peaked at $818K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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