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BFC Planning, Inc.’s California Resources CRC Stock Holding History

BFC Planning, Inc.’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$1.53K – 3493
2026
Q2 		$1.53K Hold
29
– – ﹤0.01% 3047
2026
Q1 		$2.01K Buy
+29
New +$1.64K ﹤0.01% 2594
2025
Q4 		– Sell
-10
Closed -$532 – 3251
2025
Q3 		$532 Buy
+10
New +$501 ﹤0.01% 2738

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Invesco
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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Morgan Stanley
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BFC Planning, Inc.'s CRC Position: Q3 2026 in Review

BFC Planning, Inc. sold out of California Resources (CRC) in Q3 2026, closing a stake of 29 shares — an estimated $1.53K sold.

BFC Planning, Inc. first reported a position in CRC in Q3 2025 and held it in 3 quarters. The position peaked at $2.01K in Q1 2026. 260 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

  • BFC Planning, Inc. reported no remaining California Resources position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 29 California Resources shares in Q3 2026, an estimated $1.53K.
  • BFC Planning, Inc. first reported a position in California Resources in Q3 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s California Resources position peaked at $2.01K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

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