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WFA of San Diego’s BP BP Stock Holding History

WFA of San Diego’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
Q1 		$17.6K Sell
374
-1,014
-73% -$39.7K 0.01% 260
2025
Q4 		$48.2K Sell
1,388
-157
-10% -$5.51K 0.04% 197
2025
Q3 		$53.2K Hold
1,545
– – 0.04% 193
2025
Q2 		$46.2K Buy
+1,545
New +$45.3K 0.03% 209
2024
Q3 		$19.2K Hold
613
– – 0.02% 245
2024
Q2 		$22.1K Buy
+613
New +$23K 0.02% 234
2023
Q3 		$23.7K Hold
613
– – 0.02% 227
2023
Q2 		$21.6K Buy
+613
New +$22.7K 0.02% 226
2023
Q1 		– Sell
-1,627
Closed -$56.8K – 105
2022
Q4 		$56.8K Buy
+1,627
New +$54.1K 0.04% 182

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFA of San Diego's BP Position: Q1 2026 in Review

WFA of San Diego reduced its BP (BP) stake by 73% in Q1 2026, selling an estimated $39.7K and leaving 374 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #260.

WFA of San Diego first reported a position in BP in Q4 2022 and has held it in 9 quarters since. The position peaked at $56.8K in Q4 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • WFA of San Diego held 374 shares of BP worth $17.6K as of Q1 2026.
  • WFA of San Diego sold 1,014 BP shares in Q1 2026, an estimated $39.7K.
  • BP made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #260 holding.
  • WFA of San Diego first reported a position in BP in Q4 2022 and has held it in 9 quarters since.
  • WFA of San Diego's BP position peaked at $56.8K in Q4 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.