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BFC Planning, Inc.’s Destiny Tech100 DXYZ Stock Holding History

BFC Planning, Inc.’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3K Buy
2,185
+1,685
+337% +$63.4K ﹤0.01% 1495
2026
Q1 		$13.4K Hold
500
– – ﹤0.01% 1900
2025
Q4 		$15.3K Sell
500
-400
-44% -$10.7K ﹤0.01% 1864
2025
Q3 		$19.2K Hold
900
– – ﹤0.01% 1604
2025
Q2 		$34.3K Hold
900
– – ﹤0.01% 1276
2025
Q1 		$31.9K Buy
+900
New +$42.6K ﹤0.01% 1275

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

BFC Planning, Inc. increased its Destiny Tech100 (DXYZ) stake by 337% in Q2 2026, buying an estimated $63.4K and bringing the position to 2,185 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

BFC Planning, Inc. first reported a position in DXYZ in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • BFC Planning, Inc. held 2,185 shares of Destiny Tech100 worth $56.3K as of Q2 2026.
  • BFC Planning, Inc. bought 1,685 Destiny Tech100 shares in Q2 2026, an estimated $63.4K.
  • Destiny Tech100 made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1495 holding.
  • BFC Planning, Inc. first reported a position in Destiny Tech100 in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

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