BFC Planning, Inc.’s CareDx CDNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.84K	Hold	275	–	–	﹤0.01%	2487
2026 Q1	$4.77K	Buy	+275	New	+$5.2K	﹤0.01%	2321

Other funds holding CDNA

BlackRock New York $6.73T AUM 46.02% 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

Deerfield Management New York $9.6B AUM 113.36% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.5B AUM 50.54% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $39B AUM 41.71% 1-Year Est. Return

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

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

BFC Planning, Inc. held its CareDx (CDNA) position steady in Q2 2026 at 275 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

BFC Planning, Inc. first reported a position in CDNA in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

BFC Planning, Inc. held 275 shares of CareDx worth $7.84K as of Q2 2026.
BFC Planning, Inc. left its CareDx share count unchanged in Q2 2026.
CareDx made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2487 holding.
BFC Planning, Inc. first reported a position in CareDx in Q1 2026 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

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