BFC Planning, Inc.’s Bullfrog AI BFRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42K	Hold	2,000	–	–	﹤0.01%	3066
2026 Q1	$3.36K	Hold	2,000	–	–	﹤0.01%	2451
2025 Q4	$1.77K	Buy	2,000 +1,000	+100%	+$1.17K	﹤0.01%	2667
2025 Q3	$1.4K	Hold	1,000	–	–	﹤0.01%	2566
2025 Q2	$1.51K	Buy	+1,000	New	+$1.7K	﹤0.01%	2368

Other funds holding BFRG

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BFC Planning, Inc. held its Bullfrog AI (BFRG) position steady in Q2 2026 at 2,000 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

BFC Planning, Inc. first reported a position in BFRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q1 2026. 22 funds tracked by Wall St. Rank hold BFRG as of Q2 2026.

BFC Planning, Inc. held 2,000 shares of Bullfrog AI worth $1.42K as of Q2 2026.
BFC Planning, Inc. left its Bullfrog AI share count unchanged in Q2 2026.
Bullfrog AI made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3066 holding.
BFC Planning, Inc. first reported a position in Bullfrog AI in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s Bullfrog AI position peaked at $3.36K in Q1 2026.
22 funds tracked by Wall St. Rank held Bullfrog AI as of Q2 2026.

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