Action Point Financial Planning’s Bowman Consulting BWMN Stock Holding History

Action Point Financial Planning’s Portfolio BWMN Stock Details BWMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Buy	+5,250	New	+$165K	0.02%	498

Other funds holding BWMN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Action Point Financial Planning's BWMN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bowman Consulting (BWMN) in Q2 2026: 5,250 shares worth $153K. The stake represents 0.02% of the portfolio and ranks #498 among its holdings.

133 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

Action Point Financial Planning held 5,250 shares of Bowman Consulting worth $153K as of Q2 2026.
Bowman Consulting was a new Action Point Financial Planning position in Q2 2026.
Bowman Consulting made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #498 holding.
133 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.