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BFC Planning, Inc.’s Alarm.com ALRM Stock Holding History

BFC Planning, Inc.’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561 Hold
12
– – ﹤0.01% 3238
2026
Q1 		$518 Hold
12
– – ﹤0.01% 2849
2025
Q4 		$612 Hold
12
– – ﹤0.01% 2889
2025
Q3 		$637 Buy
+12
New +$670 ﹤0.01% 2712

Other funds holding ALRM

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

BFC Planning, Inc. held its Alarm.com (ALRM) position steady in Q2 2026 at 12 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

BFC Planning, Inc. first reported a position in ALRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $637 in Q3 2025. 317 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • BFC Planning, Inc. held 12 shares of Alarm.com worth $561 as of Q2 2026.
  • BFC Planning, Inc. left its Alarm.com share count unchanged in Q2 2026.
  • Alarm.com made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3238 holding.
  • BFC Planning, Inc. first reported a position in Alarm.com in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Alarm.com position peaked at $637 in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

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