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BFC Planning, Inc.’s Cirrus Logic CRUS Stock Holding History

BFC Planning, Inc.’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$119K Sell
994
-200
-17% -$25.1K ﹤0.01% 1159
2026
Q2 		$177K Buy
1,194
+350
+41% +$57.3K 0.01% 981
2026
Q1 		$122K Buy
844
+500
+145% +$67.3K 0.01% 1041
2025
Q4 		$40.8K Hold
344
– – ﹤0.01% 1454
2025
Q3 		$43.1K Hold
344
– – ﹤0.01% 1252
2025
Q2 		$35.9K Hold
344
– – ﹤0.01% 1252
2025
Q1 		$34.3K Buy
344
+291
+549% +$30K ﹤0.01% 1251
2024
Q4 		$5.28K Hold
53
– – ﹤0.01% 2004
2024
Q3 		$6.58K Buy
+53
New +$7.02K ﹤0.01% 1915

Other funds holding CRUS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Cirrus Logic (CRUS) stake by 17% in Q3 2026, selling an estimated $25.1K and leaving 994 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

BFC Planning, Inc. first reported a position in CRUS in Q3 2024 and has held it in 9 quarters since. The position peaked at $177K in Q2 2026. 433 funds tracked by Wall St. Rank hold CRUS as of Q3 2026.

  • BFC Planning, Inc. held 994 shares of Cirrus Logic worth $119K as of Q3 2026.
  • BFC Planning, Inc. sold 200 Cirrus Logic shares in Q3 2026, an estimated $25.1K.
  • Cirrus Logic made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1159 holding.
  • BFC Planning, Inc. first reported a position in Cirrus Logic in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Cirrus Logic position peaked at $177K in Q2 2026.
  • 433 funds tracked by Wall St. Rank held Cirrus Logic as of Q3 2026.

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