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BFC Planning, Inc.’s Allogene Therapeutics ALLO Stock Holding History

BFC Planning, Inc.’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-288,000
Closed -$703K – 3428
2026
Q1 		$703K Sell
288,000
-64,500
-18% -$129K 0.03% 460
2025
Q4 		$483K Buy
352,500
+352,249
+140,338% +$465K 0.02% 563
2025
Q3 		$311 Hold
251
– – ﹤0.01% 2794
2025
Q2 		$284 Buy
+251
New +$334 ﹤0.01% 2588

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Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Frazier Life Sciences Management
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TPG GP A
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Sio Capital Management
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Allogene Therapeutics (ALLO) in Q2 2026, closing a stake of 288,000 shares — an estimated $703K sold.

BFC Planning, Inc. first reported a position in ALLO in Q2 2025 and held it in 4 quarters. The position peaked at $703K in Q1 2026. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Allogene Therapeutics position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 288,000 Allogene Therapeutics shares in Q2 2026, an estimated $703K.
  • BFC Planning, Inc. first reported a position in Allogene Therapeutics in Q2 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Allogene Therapeutics position peaked at $703K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

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