WA
BP icon

Wealth Alliance’s BP BP Stock Holding History

Wealth Alliance’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
Q1 		$308K Sell
6,563
-856
-12% -$33.5K 0.03% 424
2025
Q4 		$258K Sell
7,419
-21
-0.3% -$737 0.03% 473
2025
Q3 		$256K Buy
7,440
+559
+8% +$18.7K 0.03% 472
2025
Q2 		$206K Buy
6,881
+172
+3% +$5.04K 0.02% 518
2025
Q1 		$227K Buy
+6,709
New +$219K 0.03% 471
2024
Q4 		– Sell
-7,048
Closed -$221K – 500
2024
Q3 		$221K Sell
7,048
-27
-0.4% -$913 0.03% 481
2024
Q2 		$255K Sell
7,075
-42
-0.6% -$1.57K 0.03% 427
2024
Q1 		$268K Buy
+7,117
New +$255K 0.04% 427
2023
Q3 		– Sell
-7,360
Closed -$260K – 496
2023
Q2 		$260K Sell
7,360
-818
-10% -$30.3K 0.04% 422
2023
Q1 		$310K Sell
8,178
-244
-3% -$9.12K 0.05% 352
2022
Q4 		$294K Buy
8,422
+793
+10% +$26.4K 0.05% 354
2022
Q3 		$218K Sell
7,629
-445
-6% -$13.2K 0.04% 407
2022
Q2 		$229K Buy
+8,074
New +$247K 0.04% 393
2020
Q3 		– Sell
-14,690
Closed -$343K – 317
2020
Q2 		$343K Buy
14,690
+1,143
+8% +$27.4K 0.14% 195
2020
Q1 		$330K Sell
13,547
-6,474
-32% -$209K 0.18% 144
2019
Q4 		$756K Buy
+20,021
New +$760K 0.54% 48

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealth Alliance's BP Position: Q1 2026 in Review

Wealth Alliance reduced its BP (BP) stake by 12% in Q1 2026, selling an estimated $33.5K and leaving 6,563 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #424.

Wealth Alliance first reported a position in BP in Q4 2019 and has held it in 16 quarters since. The position peaked at $756K in Q4 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Wealth Alliance held 6,563 shares of BP worth $308K as of Q1 2026.
  • Wealth Alliance sold 856 BP shares in Q1 2026, an estimated $33.5K.
  • BP made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #424 holding.
  • Wealth Alliance first reported a position in BP in Q4 2019 and has held it in 16 quarters since.
  • Wealth Alliance's BP position peaked at $756K in Q4 2019.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.