BPI
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BFC Planning, Inc.’s CPI Aerostructures CVU Stock Holding History

BFC Planning, Inc.’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6K Sell
3,000
-20,000
-87% -$84.7K ﹤0.01% 2137
2026
Q1 		$90.2K Buy
23,000
+10,000
+77% +$41.5K ﹤0.01% 1144
2025
Q4 		$51.5K Buy
+13,000
New +$35.6K ﹤0.01% 1357

Other funds holding CVU

Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

BFC Planning, Inc. reduced its CPI Aerostructures (CVU) stake by 87% in Q2 2026, selling an estimated $84.7K and leaving 3,000 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

BFC Planning, Inc. first reported a position in CVU in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.2K in Q1 2026. 38 funds tracked by Wall St. Rank hold CVU as of Q2 2026.

  • BFC Planning, Inc. held 3,000 shares of CPI Aerostructures worth $15.6K as of Q2 2026.
  • BFC Planning, Inc. sold 20,000 CPI Aerostructures shares in Q2 2026, an estimated $84.7K.
  • CPI Aerostructures made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2137 holding.
  • BFC Planning, Inc. first reported a position in CPI Aerostructures in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s CPI Aerostructures position peaked at $90.2K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2026.

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