BPI
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BFC Planning, Inc.’s Ericsson ERIC Stock Holding History

BFC Planning, Inc.’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
23,238
+12,144
+109% +$146K 0.01% 845
2026
Q1 		$125K Buy
11,094
+3
+0% +$32 0.01% 1034
2025
Q4 		$107K Buy
11,091
+10,043
+958% +$95.1K ﹤0.01% 1084
2025
Q3 		$8.67K Sell
1,048
-15,000
-93% -$117K ﹤0.01% 1988
2025
Q2 		$136K Buy
16,048
+48
+0.3% +$394 0.01% 766
2025
Q1 		$124K Buy
16,000
+332
+2% +$2.68K 0.01% 784
2024
Q4 		$126K Buy
+15,668
New +$127K 0.01% 767

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

BFC Planning, Inc. increased its Ericsson (ERIC) stake by 109% in Q2 2026, buying an estimated $146K and bringing the position to 23,238 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #845.

BFC Planning, Inc. first reported a position in ERIC in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • BFC Planning, Inc. held 23,238 shares of Ericsson worth $259K as of Q2 2026.
  • BFC Planning, Inc. bought 12,144 Ericsson shares in Q2 2026, an estimated $146K.
  • Ericsson made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #845 holding.
  • BFC Planning, Inc. first reported a position in Ericsson in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

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