BFC Planning, Inc.’s 5E Advanced Materials FEAM Stock Holding History

BFC Planning, Inc.’s Portfolio FEAM Stock Details FEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,500	Closed	-$3.48K	–	3519
2026 Q2	$3.48K	Buy	+2,500	New	+$4.16K	﹤0.01%	2815

Other funds holding FEAM

AIC

AWM Investment Company New York $1.04B AUM 103.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PCM

Potomac Capital Management New York $129M AUM 50.83% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return

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

BFC Planning, Inc. sold out of 5E Advanced Materials (FEAM) in Q3 2026, closing a stake of 2,500 shares — an estimated $3.48K sold.

BFC Planning, Inc. first reported a position in FEAM in Q2 2026 and held it in 1 quarter. The position peaked at $3.48K in Q2 2026. 27 funds tracked by Wall St. Rank hold FEAM as of Q3 2026.

BFC Planning, Inc. reported no remaining 5E Advanced Materials position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 2,500 5E Advanced Materials shares in Q3 2026, an estimated $3.48K.
BFC Planning, Inc. first reported a position in 5E Advanced Materials in Q2 2026 and held it in 1 quarter.
BFC Planning, Inc.'s 5E Advanced Materials position peaked at $3.48K in Q2 2026.
27 funds tracked by Wall St. Rank held 5E Advanced Materials as of Q3 2026.

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