Caldwell Trust’s BuzzFeed BZFD Stock Holding History

Caldwell Trust’s Portfolio BZFD Stock Details BZFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$433	Hold	383	–	–	﹤0.01%	809
2026 Q2	$559	Hold	383	–	–	﹤0.01%	806
2026 Q1	$233	Hold	383	–	–	﹤0.01%	783
2025 Q4	$356	Hold	383	–	–	﹤0.01%	752
2025 Q3	$651	Hold	383	–	–	﹤0.01%	742
2025 Q2	$766	Hold	383	–	–	﹤0.01%	734
2025 Q1	$816	Hold	383	–	–	﹤0.01%	739
2024 Q4	$1.02K	Hold	383	–	–	﹤0.01%	695
2024 Q3	$1.02K	Hold	383	–	–	﹤0.01%	689
2024 Q2	$1.06K	Hold	383	–	–	﹤0.01%	682
2024 Q1	$715	Hold	383	–	–	﹤0.01%	696
2023 Q4	$383	Hold	383	–	–	﹤0.01%	697
2023 Q3	$585	Hold	383	–	–	﹤0.01%	699
2023 Q2	$773	Hold	383	–	–	﹤0.01%	740
2023 Q1	$1.73K	Hold	383	–	–	﹤0.01%	706
2022 Q4	$1.06K	Hold	383	–	–	﹤0.01%	715
2022 Q3	$2.39K	Hold	383	–	–	﹤0.01%	694
2022 Q2	$2.36K	Hold	383	–	–	﹤0.01%	716
2022 Q1	$8.05K	Buy	+383	New	+$6.88K	﹤0.01%	655

Other funds holding BZFD

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Murphy Pohlad Asset Management Eden Prairie, Minnesota $288M AUM 30.61% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Caldwell Trust's BZFD Position: Q3 2026 in Review

Caldwell Trust held its BuzzFeed (BZFD) position steady in Q3 2026 at 383 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Caldwell Trust first reported a position in BZFD in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.05K in Q1 2022. 12 funds tracked by Wall St. Rank hold BZFD as of Q3 2026.

Caldwell Trust held 383 shares of BuzzFeed worth $433 as of Q3 2026.
Caldwell Trust left its BuzzFeed share count unchanged in Q3 2026.
BuzzFeed made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #809 holding.
Caldwell Trust first reported a position in BuzzFeed in Q1 2022 and has held it in 19 quarters since.
Caldwell Trust's BuzzFeed position peaked at $8.05K in Q1 2022.
12 funds tracked by Wall St. Rank held BuzzFeed as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.