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BFC Planning, Inc.’s Adaptive Biotechnologies ADPT Stock Holding History

BFC Planning, Inc.’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$751 Hold
35
– – ﹤0.01% 3203
2026
Q1 		$486 Buy
+35
New +$558 ﹤0.01% 2860

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s ADPT Position: Q2 2026 in Review

BFC Planning, Inc. held its Adaptive Biotechnologies (ADPT) position steady in Q2 2026 at 35 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

BFC Planning, Inc. first reported a position in ADPT in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • BFC Planning, Inc. held 35 shares of Adaptive Biotechnologies worth $751 as of Q2 2026.
  • BFC Planning, Inc. left its Adaptive Biotechnologies share count unchanged in Q2 2026.
  • Adaptive Biotechnologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3203 holding.
  • BFC Planning, Inc. first reported a position in Adaptive Biotechnologies in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.