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BFC Planning, Inc.’s Edgewell Personal Care EPC Stock Holding History

BFC Planning, Inc.’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22
Closed -$581 – 3513
2026
Q2 		$581 Buy
22
+1
+5% +$21 ﹤0.01% 3232
2026
Q1 		$458 Hold
21
– – ﹤0.01% 2866
2025
Q4 		$363 Hold
21
– – ﹤0.01% 2979
2025
Q3 		$430 Hold
21
– – ﹤0.01% 2771
2025
Q2 		$492 Hold
21
– – ﹤0.01% 2547
2025
Q1 		$652 Hold
21
– – ﹤0.01% 2497
2024
Q4 		$699 Hold
21
– – ﹤0.01% 2453
2024
Q3 		$753 Buy
+21
New +$811 ﹤0.01% 2438

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Edgewell Personal Care (EPC) in Q3 2026, closing a stake of 22 shares — an estimated $581 sold.

BFC Planning, Inc. first reported a position in EPC in Q3 2024 and held it in 8 quarters. The position peaked at $753 in Q3 2024. 194 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Edgewell Personal Care position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 22 Edgewell Personal Care shares in Q3 2026, an estimated $581.
  • BFC Planning, Inc. first reported a position in Edgewell Personal Care in Q3 2024 and held it in 8 quarters.
  • BFC Planning, Inc.'s Edgewell Personal Care position peaked at $753 in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

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