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Wealthspire Advisors (New York)’s Bentley Systems BSY Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-136
Closed -$7K – 1290
2025
Q3 		$7K Buy
+136
New +$7.45K ﹤0.01% 2194

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s BSY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 136 shares — an estimated $7K sold.

Wealthspire Advisors (New York) first reported a position in BSY in Q3 2025 and held it in 1 quarter. The position peaked at $7K in Q3 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 136 Bentley Systems shares in Q4 2025, an estimated $7K.
  • Wealthspire Advisors (New York) first reported a position in Bentley Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bentley Systems position peaked at $7K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.