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Vishria Bird Financial Group’s BP BP Stock Holding History

Vishria Bird Financial Group’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
2025
Q2 		– Sell
-139,242
Closed -$4.7M – 90
2025
Q1 		$4.7M Sell
139,242
-6,074
-4% -$198K 1.6% 20
2024
Q4 		$4.3M Sell
145,316
-595
-0.4% -$17.9K 1.51% 20
2024
Q3 		$4.58M Sell
145,911
-376
-0.3% -$12.7K 1.74% 19
2024
Q2 		$5.28M Sell
146,287
-1,261
-0.9% -$47.3K 2.22% 17
2024
Q1 		$5.56M Buy
147,548
+576
+0.4% +$20.7K 2.38% 17
2023
Q4 		$5.2M Sell
146,972
-2,553
-2% -$93.5K 2.46% 16
2023
Q3 		$5.79M Hold
149,525
– – 3.28% 12
2023
Q2 		$5.28M Sell
149,525
-243
-0.2% -$8.99K 3.14% 12
2023
Q1 		$5.68M Sell
149,768
-14,534
-9% -$543K 3.64% 11
2022
Q4 		$5.74M Sell
164,302
-523
-0.3% -$17.4K 4% 11
2022
Q3 		$4.71M Sell
164,825
-788
-0.5% -$23.4K 3.17% 13
2022
Q2 		$4.7M Sell
165,613
-1,173
-0.7% -$35.9K 3.12% 14
2022
Q1 		$4.9M Sell
166,786
-250
-0.1% -$7.62K 2.71% 14
2021
Q4 		$4.45M Sell
167,036
-1,011
-0.6% -$28K 2.07% 18
2021
Q3 		$4.59M Buy
168,047
+300
+0.2% +$7.51K 2.41% 15
2021
Q2 		$4.43M Sell
167,747
-4,714
-3% -$124K 2.18% 18
2021
Q1 		$4.2M Buy
172,461
+796
+0.5% +$19.2K 2.32% 18
2020
Q4 		$3.52M Buy
+171,665
New +$3.24M 2.01% 20

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vishria Bird Financial Group's BP Position: Q2 2025 in Review

Vishria Bird Financial Group sold out of BP (BP) in Q2 2025, closing a stake of 139,242 shares — an estimated $4.7M sold.

Vishria Bird Financial Group first reported a position in BP in Q4 2020 and held it in 18 quarters. The position peaked at $5.79M in Q3 2023. 1,060 funds tracked by Wall St. Rank hold BP as of Q2 2025.

  • Vishria Bird Financial Group reported no remaining BP position as of Q2 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 139,242 BP shares in Q2 2025, an estimated $4.7M.
  • Vishria Bird Financial Group first reported a position in BP in Q4 2020 and held it in 18 quarters.
  • Vishria Bird Financial Group's BP position peaked at $5.79M in Q3 2023.
  • 1,060 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Vishria Bird Financial Group's 13F filing for Q2 2025, filed 7 Jul 2025.