BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Bentley Systems BSY Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 Q3	–	Sell	-58	Closed	-$1.73K	–	1622
2026 Q2	$1.73K	Hold	58	–	–	﹤0.01%	2094
2026 Q1	$2.04K	Sell	58 -23	-28%	-$845	﹤0.01%	2087
2025 Q4	$3.09K	Hold	81	–	–	﹤0.01%	2034
2025 Q3	$4.17K	Hold	81	–	–	﹤0.01%	1887
2025 Q2	$4.37K	Buy	81 +32	+65%	+$1.48K	﹤0.01%	1825
2025 Q1	$1.93K	Hold	49	–	–	﹤0.01%	2000
2024 Q4	$2.29K	Hold	49	–	–	﹤0.01%	1882
2024 Q3	$2.49K	Buy	+49	New	+$2.41K	﹤0.01%	1926

Other funds holding BSY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BSY Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Bentley Systems (BSY) in Q3 2026, closing a stake of 58 shares — an estimated $1.73K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BSY in Q3 2024 and held it in 8 quarters. The position peaked at $4.37K in Q2 2025. 306 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Bentley Systems position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 58 Bentley Systems shares in Q3 2026, an estimated $1.73K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Bentley Systems in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Bentley Systems position peaked at $4.37K in Q2 2025.
306 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.