BFC Planning, Inc.’s Anterix ATEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.6K	Hold	200	–	–	﹤0.01%	2001
2026 Q1	$7.64K	Buy	+200	New	+$6.33K	﹤0.01%	2147

Other funds holding ATEX

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

BFC Planning, Inc. held its Anterix (ATEX) position steady in Q2 2026 at 200 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

BFC Planning, Inc. first reported a position in ATEX in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

BFC Planning, Inc. held 200 shares of Anterix worth $20.6K as of Q2 2026.
BFC Planning, Inc. left its Anterix share count unchanged in Q2 2026.
Anterix made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2001 holding.
BFC Planning, Inc. first reported a position in Anterix in Q1 2026 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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