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BFC Planning, Inc.’s DNP Select Income Fund DNP Stock Holding History

BFC Planning, Inc.’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Buy
2,200
+570
+35% +$6.08K ﹤0.01% 1930
2026
Q1 		$16.8K Hold
1,630
– – ﹤0.01% 1789
2025
Q4 		$16.3K Buy
+1,630
New +$16.4K ﹤0.01% 1837

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Bay Colony Advisors
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BFC Planning, Inc. increased its DNP Select Income Fund (DNP) stake by 35% in Q2 2026, buying an estimated $6.08K and bringing the position to 2,200 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

BFC Planning, Inc. first reported a position in DNP in Q4 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

  • BFC Planning, Inc. held 2,200 shares of DNP Select Income Fund worth $23.7K as of Q2 2026.
  • BFC Planning, Inc. bought 570 DNP Select Income Fund shares in Q2 2026, an estimated $6.08K.
  • DNP Select Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1930 holding.
  • BFC Planning, Inc. first reported a position in DNP Select Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

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