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BFC Planning, Inc.’s Allison Transmission ALSN Stock Holding History

BFC Planning, Inc.’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.95K Sell
35
-3
-8% -$364 ﹤0.01% 2759
2026
Q1 		$4.45K Sell
38
-5
-12% -$568 ﹤0.01% 2349
2025
Q4 		$4.21K Sell
43
-403
-90% -$35.3K ﹤0.01% 2414
2025
Q3 		$37.9K Buy
446
+124
+39% +$11K ﹤0.01% 1292
2025
Q2 		$30.6K Hold
322
– – ﹤0.01% 1327
2025
Q1 		$30.8K Buy
322
+43
+15% +$4.56K ﹤0.01% 1290
2024
Q4 		$30.1K Buy
+279
New +$30.5K ﹤0.01% 1302

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Allison Transmission (ALSN) stake by 7.9% in Q2 2026, selling an estimated $364 and leaving 35 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

BFC Planning, Inc. first reported a position in ALSN in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.9K in Q3 2025. 573 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • BFC Planning, Inc. held 35 shares of Allison Transmission worth $3.95K as of Q2 2026.
  • BFC Planning, Inc. sold 3 Allison Transmission shares in Q2 2026, an estimated $364.
  • Allison Transmission made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2759 holding.
  • BFC Planning, Inc. first reported a position in Allison Transmission in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Allison Transmission position peaked at $37.9K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

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