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United Financial Planning Group’s Bentley Systems BSY Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-5
Closed -$191 – 488
2025
Q4 		$191 Buy
+5
New +$228 ﹤0.01% 472

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

United Financial Planning Group's BSY Position: Q1 2026 in Review

United Financial Planning Group sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 5 shares — an estimated $191 sold.

United Financial Planning Group first reported a position in BSY in Q4 2025 and held it in 1 quarter. The position peaked at $191 in Q4 2025. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • United Financial Planning Group reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 5 Bentley Systems shares in Q1 2026, an estimated $191.
  • United Financial Planning Group first reported a position in Bentley Systems in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Bentley Systems position peaked at $191 in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.