Twin Peaks Wealth Advisors’s Bentley Systems BSY Stock Holding History

Twin Peaks Wealth Advisors’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 Q2	–	Sell	-8	Closed	-$281	–	509
2026 Q1	$281	Buy	+8	New	+$294	﹤0.01%	2113

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's BSY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 8 shares — an estimated $281 sold.

Twin Peaks Wealth Advisors first reported a position in BSY in Q1 2026 and held it in 1 quarter. The position peaked at $281 in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 8 Bentley Systems shares in Q2 2026, an estimated $281.
Twin Peaks Wealth Advisors first reported a position in Bentley Systems in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Bentley Systems position peaked at $281 in Q1 2026.
398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.