Valtinson Bruner Financial Planning’s BP BP Stock Holding History

Valtinson Bruner Financial Planning’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	$213K	Sell	5,765 -200	-3%	-$8.78K	0.05%	180
2026 Q1	$280K	Hold	5,965	–	–	0.08%	130
2025 Q4	$207K	Hold	5,965	–	–	0.06%	158
2025 Q3	$206K	Buy	+5,965	New	+$200K	0.06%	157
2025 Q2	–	Sell	-5,965	Closed	-$202K	–	156
2025 Q1	$202K	Buy	+5,965	New	+$195K	0.07%	141
2024 Q3	–	Sell	-5,965	Closed	-$215K	–	138
2024 Q2	$215K	Hold	5,965	–	–	0.09%	120
2024 Q1	$225K	Hold	5,965	–	–	0.1%	111
2023 Q4	$211K	Hold	5,965	–	–	0.11%	108
2023 Q3	$231K	Hold	5,965	–	–	0.13%	103
2023 Q2	$211K	Buy	5,965 +115	+2%	+$4.26K	0.11%	106
2023 Q1	$222K	Hold	5,850	–	–	0.13%	108
2022 Q4	$207K	Buy	+5,850	New	+$195K	0.12%	112
2020 Q1	–	Sell	-5,786	Closed	-$231K	–	72
2019 Q4	$231K	Buy	5,786 +3	+0.1%	+$114	0.17%	69
2019 Q3	$217K	Sell	5,783 -95	-2%	-$3.63K	0.18%	63
2019 Q2	$241K	Buy	5,878 +3	+0.1%	+$126	0.2%	44
2019 Q1	$253K	Buy	+5,875	New	+$241K	0.22%	39

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Valtinson Bruner Financial Planning's BP Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its BP (BP) stake by 3.4% in Q2 2026, selling an estimated $8.78K and leaving 5,765 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #180.

Valtinson Bruner Financial Planning first reported a position in BP in Q1 2019 and has held it in 16 quarters since. The position peaked at $280K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Valtinson Bruner Financial Planning held 5,765 shares of BP worth $213K as of Q2 2026.
Valtinson Bruner Financial Planning sold 200 BP shares in Q2 2026, an estimated $8.78K.
BP made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #180 holding.
Valtinson Bruner Financial Planning first reported a position in BP in Q1 2019 and has held it in 16 quarters since.
Valtinson Bruner Financial Planning's BP position peaked at $280K in Q1 2026.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.