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BFC Planning, Inc.’s ESCO Technologies ESE Stock Holding History

BFC Planning, Inc.’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$580K Sell
1,656
-830
-33% -$260K 0.02% 559
2026
Q1 		$699K Buy
2,486
+1,476
+146% +$372K 0.03% 461
2025
Q4 		$197K Buy
1,010
+1,000
+10,000% +$211K 0.01% 873
2025
Q3 		$2.11K Sell
10
-4
-29% -$791 ﹤0.01% 2459
2025
Q2 		$2.69K Hold
14
– – ﹤0.01% 2240
2025
Q1 		$2.23K Buy
+14
New +$2.1K ﹤0.01% 2272

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State Street
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Geode Capital Management
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T. Rowe Price Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

BFC Planning, Inc. reduced its ESCO Technologies (ESE) stake by 33% in Q2 2026, selling an estimated $260K and leaving 1,656 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #559.

BFC Planning, Inc. first reported a position in ESE in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q1 2026. 449 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • BFC Planning, Inc. held 1,656 shares of ESCO Technologies worth $580K as of Q2 2026.
  • BFC Planning, Inc. sold 830 ESCO Technologies shares in Q2 2026, an estimated $260K.
  • ESCO Technologies made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #559 holding.
  • BFC Planning, Inc. first reported a position in ESCO Technologies in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s ESCO Technologies position peaked at $699K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

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