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BFC Planning, Inc.’s Amdocs DOX Stock Holding History

BFC Planning, Inc.’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Sell
336
-46
-12% -$2.82K ﹤0.01% 2091
2026
Q1 		$24.9K Sell
382
-21
-5% -$1.54K ﹤0.01% 1618
2025
Q4 		$32.5K Buy
403
+88
+28% +$7.08K ﹤0.01% 1542
2025
Q3 		$25.8K Buy
315
+3
+1% +$260 ﹤0.01% 1452
2025
Q2 		$28.5K Buy
312
+200
+179% +$17.9K ﹤0.01% 1349
2025
Q1 		$10.2K Sell
112
-10
-8% -$873 ﹤0.01% 1761
2024
Q4 		$10.4K Buy
+122
New +$10.7K ﹤0.01% 1748

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Amdocs (DOX) stake by 12% in Q2 2026, selling an estimated $2.82K and leaving 336 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

BFC Planning, Inc. first reported a position in DOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q4 2025. 450 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • BFC Planning, Inc. held 336 shares of Amdocs worth $17K as of Q2 2026.
  • BFC Planning, Inc. sold 46 Amdocs shares in Q2 2026, an estimated $2.82K.
  • Amdocs made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2091 holding.
  • BFC Planning, Inc. first reported a position in Amdocs in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Amdocs position peaked at $32.5K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

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