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United Capital Financial Advisors’s Bentley Systems BSY Stock Holding History

United Capital Financial 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 		$2.7M Sell
90,424
-42,461
-32% -$1.38M 0.01% 508
2026
Q1 		$4.67M Buy
+132,885
New +$4.88M 0.03% 366

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

United Capital Financial Advisors's BSY Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Bentley Systems (BSY) stake by 32% in Q2 2026, selling an estimated $1.38M and leaving 90,424 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #508.

United Capital Financial Advisors first reported a position in BSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.67M in Q1 2026. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • United Capital Financial Advisors held 90,424 shares of Bentley Systems worth $2.7M as of Q2 2026.
  • United Capital Financial Advisors sold 42,461 Bentley Systems shares in Q2 2026, an estimated $1.38M.
  • Bentley Systems made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #508 holding.
  • United Capital Financial Advisors first reported a position in Bentley Systems in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Bentley Systems position peaked at $4.67M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.