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Valmark Advisers’s Bentley Systems BSY Stock Holding History

Valmark Advisers’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 		$1.04M Sell
34,838
-127
-0.4% -$4.13K 0.01% 356
2026
Q1 		$1.23M Hold
34,965
– – 0.01% 320
2025
Q4 		$1.33M Buy
34,965
+127
+0.4% +$5.79K 0.02% 304
2025
Q3 		$1.79M Sell
34,838
-2,873
-8% -$157K 0.02% 247
2025
Q2 		$2.04M Sell
37,711
-11,087
-23% -$513K 0.03% 221
2025
Q1 		$1.92M Sell
48,798
-10,122
-17% -$452K 0.03% 215
2024
Q4 		$2.75M Buy
+58,920
New +$2.87M 0.04% 161

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

Valmark Advisers's BSY Position: Q2 2026 in Review

Valmark Advisers reduced its Bentley Systems (BSY) stake by 0.36% in Q2 2026, selling an estimated $4.13K and leaving 34,838 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #356.

Valmark Advisers first reported a position in BSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75M in Q4 2024. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Valmark Advisers held 34,838 shares of Bentley Systems worth $1.04M as of Q2 2026.
  • Valmark Advisers sold 127 Bentley Systems shares in Q2 2026, an estimated $4.13K.
  • Bentley Systems made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #356 holding.
  • Valmark Advisers first reported a position in Bentley Systems in Q4 2024 and has held it in 7 quarters since.
  • Valmark Advisers's Bentley Systems position peaked at $2.75M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.