BPI
ADIL

BFC Planning, Inc.’s Adial Pharmaceuticals ADIL Stock Holding History

BFC Planning, Inc.’s Portfolio ADIL Stock Details ADIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$6 – 3041
2025
Q4 		$6 Hold
1
– – ﹤0.01% 3212
2025
Q3 		$10 Buy
+1
New +$10 ﹤0.01% 2883
2025
Q2 		– Sell
-1
Closed -$18 – 2662
2025
Q1 		$18 Hold
1
– – ﹤0.01% 2648
2024
Q4 		$28 Buy
+1
New +$26 ﹤0.01% 2576

Other funds holding ADIL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Raffa Wealth Management
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

BFC Planning, Inc.'s ADIL Position: Q1 2026 in Review

BFC Planning, Inc. sold out of Adial Pharmaceuticals (ADIL) in Q1 2026, closing a stake of 1 share — an estimated $6 sold.

BFC Planning, Inc. first reported a position in ADIL in Q4 2024 and held it in 4 quarters. The position peaked at $28 in Q4 2024. 15 funds tracked by Wall St. Rank hold ADIL as of Q1 2026.

  • BFC Planning, Inc. reported no remaining Adial Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 1 Adial Pharmaceuticals share in Q1 2026, an estimated $6.
  • BFC Planning, Inc. first reported a position in Adial Pharmaceuticals in Q4 2024 and held it in 4 quarters.
  • BFC Planning, Inc.'s Adial Pharmaceuticals position peaked at $28 in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Adial Pharmaceuticals as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.