VERPA
BP icon

Virginia Estate & Retirement Planning Advisors’s BP BP Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$7.39K Hold
200
– – 0.01% 133
2026
Q1 		$9.4K Buy
+200
New +$7.84K 0.02% 104

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's BP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its BP (BP) position steady in Q2 2026 at 200 shares worth $7.39K. The position accounts for 0.01% of the portfolio, ranked #133.

Virginia Estate & Retirement Planning Advisors first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.4K in Q1 2026. 1,155 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 200 shares of BP worth $7.39K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #133 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's BP position peaked at $9.4K in Q1 2026.
  • 1,155 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.