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Wealthspan Partners’s BP BP Stock Holding History

Wealthspan Partners’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
Q2 		$459K Buy
12,431
+3,892
+46% +$171K 0.14% 86
2026
Q1 		$401K Buy
8,539
+43
+0.5% +$1.69K 0.14% 87
2025
Q4 		$295K Buy
8,496
+2,581
+44% +$90.5K 0.11% 101
2025
Q3 		$204K Buy
+5,915
New +$198K 0.08% 119

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthspan Partners's BP Position: Q2 2026 in Review

Wealthspan Partners increased its BP (BP) stake by 46% in Q2 2026, buying an estimated $171K and bringing the position to 12,431 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #86.

Wealthspan Partners first reported a position in BP in Q3 2025 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Wealthspan Partners held 12,431 shares of BP worth $459K as of Q2 2026.
  • Wealthspan Partners bought 3,892 BP shares in Q2 2026, an estimated $171K.
  • BP made up 0.14% of Wealthspan Partners's portfolio in Q2 2026, its #86 holding.
  • Wealthspan Partners first reported a position in BP in Q3 2025 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.