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Whittier Trust’s Bentley Systems BSY Stock Holding History

Whittier Trust’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
2026
Q2 		$24.4K Buy
747
+40
+6% +$1.3K ﹤0.01% 987
2026
Q1 		$24.8K Hold
707
– – ﹤0.01% 963
2025
Q4 		$27.9K Hold
707
– – ﹤0.01% 971
2025
Q3 		$38.9K Sell
707
-123
-15% -$6.74K ﹤0.01% 900
2025
Q2 		$44.8K Buy
830
+584
+237% +$27K ﹤0.01% 957
2025
Q1 		$9.68K Hold
246
– – ﹤0.01% 1218
2024
Q4 		$11.5K Sell
246
-174
-41% -$8.49K ﹤0.01% 1226
2024
Q3 		$21.3K Buy
420
+174
+71% +$8.57K ﹤0.01% 1093
2024
Q2 		$12.1K Buy
+246
New +$12.8K ﹤0.01% 1218
2023
Q4 		– Sell
-182
Closed -$9.13K – 1532
2023
Q3 		$9.13K Buy
+182
New +$9.16K ﹤0.01% 1283

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Whittier Trust's BSY Position: Q2 2026 in Review

Whittier Trust increased its Bentley Systems (BSY) stake by 5.7% in Q2 2026, buying an estimated $1.3K and bringing the position to 747 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Whittier Trust first reported a position in BSY in Q3 2023 and has held it in 10 quarters since. The position peaked at $44.8K in Q2 2025. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Whittier Trust held 747 shares of Bentley Systems worth $24.4K as of Q2 2026.
  • Whittier Trust bought 40 Bentley Systems shares in Q2 2026, an estimated $1.3K.
  • Bentley Systems made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #987 holding.
  • Whittier Trust first reported a position in Bentley Systems in Q3 2023 and has held it in 10 quarters since.
  • Whittier Trust's Bentley Systems position peaked at $44.8K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.