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BFC Planning, Inc.’s Charter Communications CHTR Stock Holding History

BFC Planning, Inc.’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.2K Buy
200
+119
+147% +$16.6K ﹤0.01% 1976
2026
Q2 		$11.5K Buy
81
+76
+1,520% +$12.7K ﹤0.01% 2294
2026
Q1 		$1.08K Buy
5
+4
+400% +$867 ﹤0.01% 2728
2025
Q4 		$209 Buy
+1
New +$225 ﹤0.01% 3028

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $655M AUM 42.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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

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

BFC Planning, Inc. increased its Charter Communications (CHTR) stake by 147% in Q3 2026, buying an estimated $16.6K and bringing the position to 200 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

BFC Planning, Inc. first reported a position in CHTR in Q4 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold CHTR as of Q3 2026.

  • BFC Planning, Inc. held 200 shares of Charter Communications worth $22.2K as of Q3 2026.
  • BFC Planning, Inc. bought 119 Charter Communications shares in Q3 2026, an estimated $16.6K.
  • Charter Communications made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1976 holding.
  • BFC Planning, Inc. first reported a position in Charter Communications in Q4 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held Charter Communications as of Q3 2026.

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