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WealthTrak Capital Management’s Bentley Systems BSY Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-30
Closed -$1.62K – 193
2025
Q2 		$1.62K Hold
30
– – ﹤0.01% 469
2025
Q1 		$1.18K Buy
30
+25
+500% +$1.12K ﹤0.01% 487
2024
Q4 		$234 Buy
+5
New +$244 ﹤0.01% 771

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthTrak Capital Management's BSY Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Bentley Systems (BSY) in Q3 2025, closing a stake of 30 shares — an estimated $1.62K sold.

WealthTrak Capital Management first reported a position in BSY in Q4 2024 and held it in 3 quarters. The position peaked at $1.62K in Q2 2025. 467 funds tracked by Wall St. Rank hold BSY as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Bentley Systems position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 Bentley Systems shares in Q3 2025, an estimated $1.62K.
  • WealthTrak Capital Management first reported a position in Bentley Systems in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Bentley Systems position peaked at $1.62K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.