WA
BSY icon

Wealth Alliance’s Bentley Systems BSY Stock Holding History

Wealth Alliance’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
Q1 		$233K Sell
6,625
-992
-13% -$36.4K 0.02% 496
2025
Q4 		$291K Sell
7,617
-606
-7% -$27.6K 0.03% 437
2025
Q3 		$423K Sell
8,223
-81
-1% -$4.44K 0.04% 342
2025
Q2 		$448K Buy
8,304
+353
+4% +$16.3K 0.05% 316
2025
Q1 		$313K Buy
7,951
+380
+5% +$17K 0.04% 384
2024
Q4 		$354K Sell
7,571
-383
-5% -$18.7K 0.04% 332
2024
Q3 		$404K Buy
7,954
+304
+4% +$15K 0.05% 324
2024
Q2 		$378K Buy
7,650
+668
+10% +$34.7K 0.05% 321
2024
Q1 		$365K Sell
6,982
-35
-0.5% -$1.76K 0.05% 348
2023
Q4 		$366K Buy
7,017
+60
+0.9% +$3.08K 0.05% 324
2023
Q3 		$349K Sell
6,957
-71
-1% -$3.57K 0.06% 311
2023
Q2 		$381K Sell
7,028
-539
-7% -$25.1K 0.06% 319
2023
Q1 		$325K Buy
7,567
+684
+10% +$27.2K 0.05% 334
2022
Q4 		$254K Buy
+6,883
New +$249K 0.05% 391

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return