Valley National Advisers’s BHP BHP Stock Holding History

Valley National Advisers’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Hold	400	–	–	﹤0.01%	451
2025 Q4	$24K	Hold	400	–	–	﹤0.01%	483
2025 Q3	$22K	Hold	400	–	–	﹤0.01%	465
2025 Q2	$19K	Hold	400	–	–	﹤0.01%	484
2025 Q1	$19K	Sell	400 -72	-15%	-$3.58K	﹤0.01%	486
2024 Q4	$23K	Buy	472 +400	+556%	+$21.7K	﹤0.01%	443
2024 Q3	$4K	Hold	72	–	–	﹤0.01%	605
2024 Q2	$4K	Hold	72	–	–	﹤0.01%	781
2024 Q1	$4K	Hold	72	–	–	﹤0.01%	809
2023 Q4	$4K	Hold	72	–	–	﹤0.01%	809
2023 Q3	$4K	Hold	72	–	–	﹤0.01%	721
2023 Q2	$5K	Hold	72	–	–	﹤0.01%	675
2023 Q1	$4K	Hold	72	–	–	﹤0.01%	689
2022 Q4	$4K	Hold	72	–	–	﹤0.01%	682
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	699
2022 Q2	$4K	Sell	72 -9	-11%	-$559	﹤0.01%	681
2022 Q1	$6K	Hold	81	–	–	﹤0.01%	669
2021 Q4	$4K	Hold	81	–	–	﹤0.01%	701
2021 Q3	$4K	Hold	81	–	–	﹤0.01%	685
2021 Q2	$5K	Hold	81	–	–	﹤0.01%	663
2021 Q1	$5K	Hold	81	–	–	﹤0.01%	626
2020 Q4	$5K	Hold	81	–	–	﹤0.01%	602
2020 Q3	$4K	Hold	81	–	–	﹤0.01%	581
2020 Q2	$4K	Hold	81	–	–	﹤0.01%	580
2020 Q1	$3K	Sell	81 -141	-64%	-$5.88K	﹤0.01%	592
2019 Q4	$11K	Buy	222 +141	+174%	+$6.4K	﹤0.01%	504
2019 Q3	$4K	Hold	81	–	–	﹤0.01%	601
2019 Q2	$4K	Hold	81	–	–	﹤0.01%	567
2019 Q1	$4K	Hold	81	–	–	﹤0.01%	570
2018 Q4	$3K	Buy	+81	New	+$3.39K	﹤0.01%	578

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valley National Advisers's BHP Position: Q1 2026 in Review

Valley National Advisers held its BHP (BHP) position steady in Q1 2026 at 400 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Valley National Advisers first reported a position in BHP in Q4 2018 and has held it in 30 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Valley National Advisers held 400 shares of BHP worth $29K as of Q1 2026.
Valley National Advisers left its BHP share count unchanged in Q1 2026.
BHP made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #451 holding.
Valley National Advisers first reported a position in BHP in Q4 2018 and has held it in 30 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.