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RAFFA WEALTH MANAGEMENT, LLC’s Bentley Systems BSY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1
Closed -$35 – 1602
2026
Q1 		$35 Buy
+1
New +$37 ﹤0.01% 1444

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BSY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 1 share — an estimated $35 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BSY in Q1 2026 and held it in 1 quarter. The position peaked at $35 in Q1 2026. 92 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Bentley Systems share in Q2 2026, an estimated $35.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bentley Systems in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Bentley Systems position peaked at $35 in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.