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BFC Planning, Inc.’s Cushman & Wakefield Ltd CWK Stock Holding History

BFC Planning, Inc.’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.46K Buy
632
+342
+118% +$4.59K ﹤0.01% 2449
2026
Q1 		$3.56K Buy
290
+238
+458% +$3.41K ﹤0.01% 2432
2025
Q4 		$842 Sell
52
-20
-28% -$317 ﹤0.01% 2836
2025
Q3 		$1.15K Buy
+72
New +$1.02K ﹤0.01% 2599
2025
Q2 		– Sell
-20
Closed -$204 – 2714
2025
Q1 		$204 Hold
20
– – ﹤0.01% 2582
2024
Q4 		$262 Buy
+20
New +$278 ﹤0.01% 2516

Other funds holding CWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

BFC Planning, Inc. increased its Cushman & Wakefield Ltd (CWK) stake by 118% in Q2 2026, buying an estimated $4.59K and bringing the position to 632 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

BFC Planning, Inc. first reported a position in CWK in Q4 2024 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold CWK as of Q2 2026.

  • BFC Planning, Inc. held 632 shares of Cushman & Wakefield Ltd worth $8.46K as of Q2 2026.
  • BFC Planning, Inc. bought 342 Cushman & Wakefield Ltd shares in Q2 2026, an estimated $4.59K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2449 holding.
  • BFC Planning, Inc. first reported a position in Cushman & Wakefield Ltd in Q4 2024 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q2 2026.

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