BFC Planning, Inc.’s Alcon ALC Stock Holding History

BFC Planning, Inc.’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Buy	342 +97	+40%	+$6.79K	﹤0.01%	1948
2026 Q1	$18.5K	Hold	245	–	–	﹤0.01%	1749
2025 Q4	$19.3K	Hold	245	–	–	﹤0.01%	1765
2025 Q3	$18.3K	Hold	245	–	–	﹤0.01%	1618
2025 Q2	$21.7K	Hold	245	–	–	﹤0.01%	1458
2025 Q1	$23.3K	Sell	245 -67	-21%	-$6.01K	﹤0.01%	1400
2024 Q4	$26.5K	Buy	+312	New	+$28.1K	﹤0.01%	1351

Other funds holding ALC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.26% 1-Year Est. Return

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

BFC Planning, Inc. increased its Alcon (ALC) stake by 40% in Q2 2026, buying an estimated $6.79K and bringing the position to 342 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

BFC Planning, Inc. first reported a position in ALC in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.5K in Q4 2024. 637 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

BFC Planning, Inc. held 342 shares of Alcon worth $22.9K as of Q2 2026.
BFC Planning, Inc. bought 97 Alcon shares in Q2 2026, an estimated $6.79K.
Alcon made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1948 holding.
BFC Planning, Inc. first reported a position in Alcon in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Alcon position peaked at $26.5K in Q4 2024.
637 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

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