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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
Q2 		– Sell
-6,625
Closed -$233K – 587
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Alliance's BSY Position: Q2 2026 in Review

Wealth Alliance sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 6,625 shares — an estimated $233K sold.

Wealth Alliance first reported a position in BSY in Q4 2022 and held it in 14 quarters. The position peaked at $448K in Q2 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Wealth Alliance reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 6,625 Bentley Systems shares in Q2 2026, an estimated $233K.
  • Wealth Alliance first reported a position in Bentley Systems in Q4 2022 and held it in 14 quarters.
  • Wealth Alliance's Bentley Systems position peaked at $448K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.