BFC Planning, Inc.’s Dow Inc DOW Stock Holding History

BFC Planning, Inc.’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$102K	Sell	3,702 -686	-16%	-$20.4K	﹤0.01%	1226
2026 Q2	$120K	Buy	4,388 +2,125	+94%	+$77.1K	﹤0.01%	1155
2026 Q1	$94.2K	Sell	2,263 -195	-8%	-$6.18K	﹤0.01%	1129
2025 Q4	$57.5K	Sell	2,458 -1,077	-30%	-$24.8K	﹤0.01%	1309
2025 Q3	$81.1K	Sell	3,535 -728	-17%	-$18.1K	0.01%	1006
2025 Q2	$113K	Sell	4,263 -736	-15%	-$21.4K	0.01%	838
2025 Q1	$175K	Sell	4,999 -287	-5%	-$11K	0.02%	662
2024 Q4	$212K	Sell	5,286 -983	-16%	-$45.9K	0.02%	588
2024 Q3	$342K	Buy	+6,269	New	+$331K	0.03%	430

Other funds holding DOW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BFC Planning, Inc.'s DOW Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Dow Inc (DOW) stake by 16% in Q3 2026, selling an estimated $20.4K and leaving 3,702 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

BFC Planning, Inc. first reported a position in DOW in Q3 2024 and has held it in 9 quarters since. The position peaked at $342K in Q3 2024. 994 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

BFC Planning, Inc. held 3,702 shares of Dow Inc worth $102K as of Q3 2026.
BFC Planning, Inc. sold 686 Dow Inc shares in Q3 2026, an estimated $20.4K.
Dow Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1226 holding.
BFC Planning, Inc. first reported a position in Dow Inc in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Dow Inc position peaked at $342K in Q3 2024.
994 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.