BPI
ALGN icon

BFC Planning, Inc.’s Align Technology ALGN Stock Holding History

BFC Planning, Inc.’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$397K Buy
2,779
+2,775
+69,375% +$459K 0.02% 682
2026
Q2 		$675 Hold
4
– – ﹤0.01% 3213
2026
Q1 		$686 Buy
+4
New +$701 ﹤0.01% 2805
2025
Q4 		– Sell
-30
Closed -$3.76K – 3225
2025
Q3 		$3.76K Buy
30
+7
+30% +$1.1K ﹤0.01% 2287
2025
Q2 		$4.36K Buy
23
+4
+21% +$707 ﹤0.01% 2101
2025
Q1 		$3.02K Buy
19
+9
+90% +$1.77K ﹤0.01% 2194
2024
Q4 		$2.08K Hold
10
– – ﹤0.01% 2275
2024
Q3 		$2.54K Buy
+10
New +$2.36K ﹤0.01% 2217

Other funds holding ALGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s ALGN Position: Q3 2026 in Review

BFC Planning, Inc. increased its Align Technology (ALGN) stake by 69,375% in Q3 2026, buying an estimated $459K and bringing the position to 2,779 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #682.

BFC Planning, Inc. first reported a position in ALGN in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • BFC Planning, Inc. held 2,779 shares of Align Technology worth $397K as of Q3 2026.
  • BFC Planning, Inc. bought 2,775 Align Technology shares in Q3 2026, an estimated $459K.
  • Align Technology made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #682 holding.
  • BFC Planning, Inc. first reported a position in Align Technology in Q3 2024 and has held it in 8 quarters since.
  • 506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.