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BFC Planning, Inc.’s AptarGroup ATR Stock Holding History

BFC Planning, Inc.’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75K Hold
14
– – ﹤0.01% 3022
2026
Q1 		$1.76K Hold
14
– – ﹤0.01% 2627
2025
Q4 		$1.71K Hold
14
– – ﹤0.01% 2675
2025
Q3 		$1.87K Hold
14
– – ﹤0.01% 2494
2025
Q2 		$2.19K Hold
14
– – ﹤0.01% 2284
2025
Q1 		$2.08K Buy
+14
New +$2.11K ﹤0.01% 2297

Other funds holding ATR

BlackRock
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

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

BFC Planning, Inc. held its AptarGroup (ATR) position steady in Q2 2026 at 14 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

BFC Planning, Inc. first reported a position in ATR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19K in Q2 2025. 559 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • BFC Planning, Inc. held 14 shares of AptarGroup worth $1.75K as of Q2 2026.
  • BFC Planning, Inc. left its AptarGroup share count unchanged in Q2 2026.
  • AptarGroup made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3022 holding.
  • BFC Planning, Inc. first reported a position in AptarGroup in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s AptarGroup position peaked at $2.19K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

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