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BFC Planning, Inc.’s Avery Dennison AVY Stock Holding History

BFC Planning, Inc.’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.9K Buy
293
+187
+176% +$31.9K ﹤0.01% 1552
2026
Q2 		$17.1K Hold
106
– – ﹤0.01% 2087
2026
Q1 		$18.2K Hold
106
– – ﹤0.01% 1758
2025
Q4 		$19.2K Hold
106
– – ﹤0.01% 1766
2025
Q3 		$17.1K Hold
106
– – ﹤0.01% 1658
2025
Q2 		$18.5K Hold
106
– – ﹤0.01% 1526
2025
Q1 		$18.8K Hold
106
– – ﹤0.01% 1488
2024
Q4 		$19.8K Sell
106
-36
-25% -$7.35K ﹤0.01% 1456
2024
Q3 		$31.3K Buy
+142
New +$30.7K ﹤0.01% 1262

Other funds holding AVY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BFC Planning, Inc.'s AVY Position: Q3 2026 in Review

BFC Planning, Inc. increased its Avery Dennison (AVY) stake by 176% in Q3 2026, buying an estimated $31.9K and bringing the position to 293 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

BFC Planning, Inc. first reported a position in AVY in Q3 2024 and has held it in 9 quarters since. 646 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

  • BFC Planning, Inc. held 293 shares of Avery Dennison worth $49.9K as of Q3 2026.
  • BFC Planning, Inc. bought 187 Avery Dennison shares in Q3 2026, an estimated $31.9K.
  • Avery Dennison made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1552 holding.
  • BFC Planning, Inc. first reported a position in Avery Dennison in Q3 2024 and has held it in 9 quarters since.
  • 646 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.