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Venturi Wealth Management’s Bentley Systems BSY Stock Holding History

Venturi Wealth Management’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
2025
Q4 		– Sell
-3,922
Closed -$202K – 590
2025
Q3 		$202K Sell
3,922
-559
-12% -$30.6K 0.01% 551
2025
Q2 		$242K Sell
4,481
-4,957
-53% -$229K 0.01% 476
2025
Q1 		$371K Buy
9,438
+315
+3% +$14.1K 0.02% 393
2024
Q4 		$426K Buy
9,123
+380
+4% +$18.5K 0.02% 367
2024
Q3 		$444K Buy
8,743
+3,329
+61% +$164K 0.02% 315
2024
Q2 		$267K Buy
5,414
+4,689
+647% +$243K 0.02% 365
2024
Q1 		$37.9K Buy
725
+48
+7% +$2.42K ﹤0.01% 566
2023
Q4 		$35.3K Sell
677
-36
-5% -$1.85K ﹤0.01% 564
2023
Q3 		$35.8K Hold
713
– – ﹤0.01% 525
2023
Q2 		$38.7K Buy
713
+251
+54% +$11.7K ﹤0.01% 457
2023
Q1 		$19.9K Buy
+462
New +$18.4K ﹤0.01% 597

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Venturi Wealth Management's BSY Position: Q4 2025 in Review

Venturi Wealth Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 3,922 shares — an estimated $202K sold.

Venturi Wealth Management first reported a position in BSY in Q1 2023 and held it in 11 quarters. The position peaked at $444K in Q3 2024. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Venturi Wealth Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,922 Bentley Systems shares in Q4 2025, an estimated $202K.
  • Venturi Wealth Management first reported a position in Bentley Systems in Q1 2023 and held it in 11 quarters.
  • Venturi Wealth Management's Bentley Systems position peaked at $444K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.