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BFC Planning, Inc.’s C.H. Robinson CHRW Stock Holding History

BFC Planning, Inc.’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.7K Sell
487
-13
-3% -$2.31K ﹤0.01% 1271
2026
Q1 		$83K Buy
500
+110
+28% +$19.7K ﹤0.01% 1170
2025
Q4 		$62.8K Buy
390
+333
+584% +$49.2K ﹤0.01% 1284
2025
Q3 		$7.57K Hold
57
– – ﹤0.01% 2047
2025
Q2 		$5.45K Buy
57
+1
+2% +$94 ﹤0.01% 2028
2025
Q1 		$5.78K Hold
56
– – ﹤0.01% 1966
2024
Q4 		$5.8K Buy
+56
New +$6.03K ﹤0.01% 1969

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

BFC Planning, Inc. reduced its C.H. Robinson (CHRW) stake by 2.6% in Q2 2026, selling an estimated $2.31K and leaving 487 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BFC Planning, Inc. first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. 900 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • BFC Planning, Inc. held 487 shares of C.H. Robinson worth $91.7K as of Q2 2026.
  • BFC Planning, Inc. sold 13 C.H. Robinson shares in Q2 2026, an estimated $2.31K.
  • C.H. Robinson made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1271 holding.
  • BFC Planning, Inc. first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
  • 900 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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