XY Planning Network
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XY Planning Network’s BP BP Stock Holding History

XY Planning Network’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
Q3 		$221K Buy
+5,014
New +$215K 0.02% 359
2026
Q2 		– Sell
-4,620
Closed -$213K – 343
2026
Q1 		$213K Buy
+4,620
New +$181K 0.03% 268

Other funds holding BP

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

XY Planning Network's BP Position: Q3 2026 in Review

XY Planning Network opened a new position in BP (BP) in Q3 2026: 5,014 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings. This is a return to the name: XY Planning Network previously reported a position in BP as recently as Q1 2026.

XY Planning Network first reported a position in BP in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • XY Planning Network held 5,014 shares of BP worth $221K as of Q3 2026.
  • BP was a new XY Planning Network position in Q3 2026.
  • BP made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #359 holding.
  • XY Planning Network first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held BP as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.