Planning Strategies Inc.’s Bentley Systems BSY Stock Holding History

Planning Strategies Inc.’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	$598	Buy	+20	New	+$650	﹤0.01%	828

Other funds holding BSY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s BSY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Bentley Systems (BSY) in Q2 2026: 20 shares worth $598. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

104 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

Planning Strategies Inc. held 20 shares of Bentley Systems worth $598 as of Q2 2026.
Bentley Systems was a new Planning Strategies Inc. position in Q2 2026.
Bentley Systems made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #828 holding.
104 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.