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BFC Planning, Inc.’s Curtiss-Wright CW Stock Holding History

BFC Planning, Inc.’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
283
+16
+6% +$11.7K 0.01% 907
2026
Q1 		$182K Buy
267
+18
+7% +$12K 0.01% 909
2025
Q4 		$137K Sell
249
-3
-1% -$1.67K 0.01% 1012
2025
Q3 		$137K Buy
252
+55
+28% +$27.1K 0.01% 801
2025
Q2 		$96.2K Buy
197
+162
+463% +$63.9K 0.01% 898
2025
Q1 		$11.1K Buy
35
+11
+46% +$3.71K ﹤0.01% 1723
2024
Q4 		$8.52K Buy
+24
New +$8.64K ﹤0.01% 1825

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

BFC Planning, Inc. increased its Curtiss-Wright (CW) stake by 6% in Q2 2026, buying an estimated $11.7K and bringing the position to 283 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #907.

BFC Planning, Inc. first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • BFC Planning, Inc. held 283 shares of Curtiss-Wright worth $214K as of Q2 2026.
  • BFC Planning, Inc. bought 16 Curtiss-Wright shares in Q2 2026, an estimated $11.7K.
  • Curtiss-Wright made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #907 holding.
  • BFC Planning, Inc. first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 954 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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