BPI
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BFC Planning, Inc.’s CrowdStrike CRWD Stock Holding History

BFC Planning, Inc.’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Sell
27,864
-3,208
-10% -$456K 0.22% 100
2026
Q1 		$3.03M Sell
31,072
-1,156
-4% -$122K 0.14% 151
2025
Q4 		$3.78M Buy
32,228
+2,860
+10% +$364K 0.17% 125
2025
Q3 		$3.6M Buy
29,368
+544
+2% +$61.8K 0.26% 70
2025
Q2 		$3.67M Buy
28,824
+2,724
+10% +$295K 0.29% 71
2025
Q1 		$2.3M Buy
26,100
+952
+4% +$90.7K 0.2% 93
2024
Q4 		$2.15M Buy
+25,148
New +$2.09M 0.18% 101

Other funds holding CRWD

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BFC Planning, Inc. reduced its CrowdStrike (CRWD) stake by 10% in Q2 2026, selling an estimated $456K and leaving 27,864 shares worth $5.32M. The position accounts for 0.22% of the portfolio, ranked #100.

BFC Planning, Inc. first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • BFC Planning, Inc. held 27,864 shares of CrowdStrike worth $5.32M as of Q2 2026.
  • BFC Planning, Inc. sold 3,208 CrowdStrike shares in Q2 2026, an estimated $456K.
  • CrowdStrike made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #100 holding.
  • BFC Planning, Inc. first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
  • 2,471 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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