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BFC Planning, Inc.’s Charles River Laboratories CRL Stock Holding History

BFC Planning, Inc.’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
+225
New +$40.1K ﹤0.01% 1539
2025
Q2 		– Sell
-41
Closed -$6.17K – 2707
2025
Q1 		$6.17K Hold
41
– – ﹤0.01% 1952
2024
Q4 		$7.57K Buy
+41
New +$7.9K ﹤0.01% 1877

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in Charles River Laboratories (CRL) in Q2 2026: 225 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in CRL as recently as Q1 2025.

BFC Planning, Inc. first reported a position in CRL in Q4 2024 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • BFC Planning, Inc. held 225 shares of Charles River Laboratories worth $51K as of Q2 2026.
  • Charles River Laboratories was a new BFC Planning, Inc. position in Q2 2026.
  • Charles River Laboratories made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1539 holding.
  • BFC Planning, Inc. first reported a position in Charles River Laboratories in Q4 2024 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

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