BPI
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BFC Planning, Inc.’s Dollar Tree DLTR Stock Holding History

BFC Planning, Inc.’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.3K Buy
234
+180
+333% +$18.7K ﹤0.01% 1839
2026
Q1 		$5.91K Hold
54
– – ﹤0.01% 2245
2025
Q4 		$6.64K Buy
54
+14
+35% +$1.5K ﹤0.01% 2249
2025
Q3 		$3.77K Sell
40
-21
-34% -$2.25K ﹤0.01% 2284
2025
Q2 		$6.04K Hold
61
– – ﹤0.01% 1993
2025
Q1 		$4.58K Sell
61
-21
-26% -$1.5K ﹤0.01% 2049
2024
Q4 		$6.14K Buy
+82
New +$5.63K ﹤0.01% 1946

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

BFC Planning, Inc. increased its Dollar Tree (DLTR) stake by 333% in Q2 2026, buying an estimated $18.7K and bringing the position to 234 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

BFC Planning, Inc. first reported a position in DLTR in Q4 2024 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • BFC Planning, Inc. held 234 shares of Dollar Tree worth $28.3K as of Q2 2026.
  • BFC Planning, Inc. bought 180 Dollar Tree shares in Q2 2026, an estimated $18.7K.
  • Dollar Tree made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1839 holding.
  • BFC Planning, Inc. first reported a position in Dollar Tree in Q4 2024 and has held it in 7 quarters since.
  • 870 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

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