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BFC Planning, Inc.’s Daxor DXR Stock Holding History

BFC Planning, Inc.’s Portfolio DXR Stock Details DXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Hold
36,700
– – 0.02% 707
2026
Q1 		$355K Hold
36,700
– – 0.02% 672
2025
Q4 		$541K Hold
36,700
– – 0.02% 527
2025
Q3 		$505K Hold
36,700
– – 0.04% 381
2025
Q2 		$359K Buy
36,700
+5,573
+18% +$45.2K 0.03% 439
2025
Q1 		$253K Buy
31,127
+1,227
+4% +$9.6K 0.02% 527
2024
Q4 		$230K Buy
+29,900
New +$264K 0.02% 560

Other funds holding DXR

Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristides Capital
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BFC Planning, Inc. held its Daxor (DXR) position steady in Q2 2026 at 36,700 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #707.

BFC Planning, Inc. first reported a position in DXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q4 2025. 16 funds tracked by Wall St. Rank hold DXR as of Q2 2026.

  • BFC Planning, Inc. held 36,700 shares of Daxor worth $378K as of Q2 2026.
  • BFC Planning, Inc. left its Daxor share count unchanged in Q2 2026.
  • Daxor made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #707 holding.
  • BFC Planning, Inc. first reported a position in Daxor in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Daxor position peaked at $541K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Daxor as of Q2 2026.

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