Wolff Wiese Magana’s Bentley Systems BSY Stock Holding History

Wolff Wiese Magana’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	$2.51K	Hold	84	–	–	﹤0.01%	785
2026 Q1	$2.95K	Sell	84 -43	-34%	-$1.58K	﹤0.01%	705
2025 Q4	$4.85K	Hold	127	–	–	﹤0.01%	592
2025 Q3	$6.54K	Hold	127	–	–	﹤0.01%	541
2025 Q2	$6.86K	Hold	127	–	–	﹤0.01%	499
2025 Q1	$5K	Buy	+127	New	+$5.67K	﹤0.01%	561
2022 Q4	–	Sell	-620	Closed	-$19K	–	808
2022 Q3	$19K	Buy	620 +14	+2%	+$512	0.02%	376
2022 Q2	$20K	Buy	606 +155	+34%	+$5.69K	0.01%	390
2022 Q1	$20K	Hold	451	–	–	0.01%	419
2021 Q4	$22K	Buy	451 +16	+4%	+$865	0.01%	410
2021 Q3	$26K	Buy	435 +250	+135%	+$16K	0.02%	372
2021 Q2	$12K	Buy	185 +101	+120%	+$5.55K	0.01%	465
2021 Q1	$4K	Hold	84	–	–	﹤0.01%	610
2020 Q4	$3K	Buy	+84	New	+$2.98K	﹤0.01%	589

Other funds holding BSY

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM