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 Q2	$33.3K	Hold	400	–	–	﹤0.01%	454
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 $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley National Advisers's BHP Position: Q2 2026 in Review

Valley National Advisers held its BHP (BHP) position steady in Q2 2026 at 400 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Valley National Advisers first reported a position in BHP in Q4 2018 and has held it in 31 quarters since. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Valley National Advisers held 400 shares of BHP worth $33.3K as of Q2 2026.
Valley National Advisers left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #454 holding.
Valley National Advisers first reported a position in BHP in Q4 2018 and has held it in 31 quarters since.
820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.