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Financial Plan Inc’s Planet Image International YIBO Stock Holding History

Financial Plan Inc’s Portfolio YIBO Stock Details YIBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32,000
Closed -$30.4K – 102
2025
Q4 		$30.4K Buy
+32,000
New +$37.5K ﹤0.01% 87

Other funds holding YIBO

SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Plan Inc's YIBO Position: Q1 2026 in Review

Financial Plan Inc sold out of Planet Image International (YIBO) in Q1 2026, closing a stake of 32,000 shares — an estimated $30.4K sold.

Financial Plan Inc first reported a position in YIBO in Q4 2025 and held it in 1 quarter. The position peaked at $30.4K in Q4 2025. 4 funds tracked by Wall St. Rank hold YIBO as of Q1 2026.

  • Financial Plan Inc reported no remaining Planet Image International position as of Q1 2026 after selling out during the quarter.
  • Financial Plan Inc sold 32,000 Planet Image International shares in Q1 2026, an estimated $30.4K.
  • Financial Plan Inc first reported a position in Planet Image International in Q4 2025 and held it in 1 quarter.
  • Financial Plan Inc's Planet Image International position peaked at $30.4K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Planet Image International as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.