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BFC Planning, Inc.’s ChargePoint CHPT Stock Holding History

BFC Planning, Inc.’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195 Buy
33
+18
+120% +$118 ﹤0.01% 3324
2026
Q1 		$72 Hold
15
– – ﹤0.01% 2978
2025
Q4 		$100 Hold
15
– – ﹤0.01% 3088
2025
Q3 		$164 Buy
+15
New +$172 ﹤0.01% 2829
2025
Q2 		– Sell
-16
Closed -$194 – 2700
2025
Q1 		$194 Hold
16
– – ﹤0.01% 2587
2024
Q4 		$343 Buy
+16
New +$396 ﹤0.01% 2501

Other funds holding CHPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

BFC Planning, Inc. increased its ChargePoint (CHPT) stake by 120% in Q2 2026, buying an estimated $118 and bringing the position to 33 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

BFC Planning, Inc. first reported a position in CHPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $343 in Q4 2024. 164 funds tracked by Wall St. Rank hold CHPT as of Q2 2026.

  • BFC Planning, Inc. held 33 shares of ChargePoint worth $195 as of Q2 2026.
  • BFC Planning, Inc. bought 18 ChargePoint shares in Q2 2026, an estimated $118.
  • ChargePoint made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3324 holding.
  • BFC Planning, Inc. first reported a position in ChargePoint in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s ChargePoint position peaked at $343 in Q4 2024.
  • 164 funds tracked by Wall St. Rank held ChargePoint as of Q2 2026.

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