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West Branch Capital’s BP BP Stock Holding History

West Branch Capital’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 		$59.2K Hold
1,601
– – 0.01% 130
2026
Q1 		$75.2K Hold
1,601
– – 0.02% 118
2025
Q4 		$55.6K Sell
1,601
-225
-12% -$7.89K 0.01% 134
2025
Q3 		$62.9K Buy
1,826
+350
+24% +$11.7K 0.02% 136
2025
Q2 		$44.2K Buy
1,476
+350
+31% +$10.3K 0.01% 151
2025
Q1 		$38K Hold
1,126
– – 0.01% 170
2024
Q4 		$33.3K Buy
1,126
+223
+25% +$6.7K 0.01% 180
2024
Q3 		$28.3K Buy
903
+2
+0.2% +$68 0.01% 198
2024
Q2 		$32.5K Hold
901
– – 0.01% 183
2024
Q1 		$34K Buy
901
+750
+497% +$26.9K 0.01% 187
2023
Q4 		$5.35K Hold
151
– – ﹤0.01% 328
2023
Q3 		$5.85K Hold
151
– – ﹤0.01% 322
2023
Q2 		$5.33K Hold
151
– – ﹤0.01% 340
2023
Q1 		$5.73K Hold
151
– – ﹤0.01% 340
2022
Q4 		$5.27K Hold
151
– – ﹤0.01% 335
2022
Q3 		$4K Buy
+151
New +$4.49K ﹤0.01% 360

Other funds holding BP

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM

West Branch Capital's BP Position: Q2 2026 in Review

West Branch Capital held its BP (BP) position steady in Q2 2026 at 1,601 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #130.

West Branch Capital first reported a position in BP in Q3 2022 and has held it in 16 quarters since. The position peaked at $75.2K in Q1 2026. 265 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • West Branch Capital held 1,601 shares of BP worth $59.2K as of Q2 2026.
  • West Branch Capital left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #130 holding.
  • West Branch Capital first reported a position in BP in Q3 2022 and has held it in 16 quarters since.
  • West Branch Capital's BP position peaked at $75.2K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.