BFC Planning, Inc.’s Amesite AMST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222	Hold	167	–	–	﹤0.01%	3315
2026 Q1	$307	Hold	167	–	–	﹤0.01%	2904
2025 Q4	$316	Hold	167	–	–	﹤0.01%	2994
2025 Q3	$509	Hold	167	–	–	﹤0.01%	2744
2025 Q2	$449	Hold	167	–	–	﹤0.01%	2559
2025 Q1	$404	Hold	167	–	–	﹤0.01%	2535
2024 Q4	$793	Buy	+167	New	+$512	﹤0.01%	2439

Other funds holding AMST

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WAM

Warberg Asset Management Winnetka, Illinois $755M AUM 21.42% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BFC Planning, Inc. held its Amesite (AMST) position steady in Q2 2026 at 167 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

BFC Planning, Inc. first reported a position in AMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $793 in Q4 2024. 14 funds tracked by Wall St. Rank hold AMST as of Q2 2026.

BFC Planning, Inc. held 167 shares of Amesite worth $222 as of Q2 2026.
BFC Planning, Inc. left its Amesite share count unchanged in Q2 2026.
Amesite made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3315 holding.
BFC Planning, Inc. first reported a position in Amesite in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Amesite position peaked at $793 in Q4 2024.
14 funds tracked by Wall St. Rank held Amesite as of Q2 2026.

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