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United Financial Planning Group’s BP BP Stock Holding History

United Financial Planning Group’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 		$9.05K Buy
+245
New +$10.8K ﹤0.01% 263

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

United Financial Planning Group's BP Position: Q2 2026 in Review

United Financial Planning Group opened a new position in BP (BP) in Q2 2026: 245 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings.

1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • United Financial Planning Group held 245 shares of BP worth $9.05K as of Q2 2026.
  • BP was a new United Financial Planning Group position in Q2 2026.
  • BP made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #263 holding.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.