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BFC Planning, Inc.’s Fortrea Holdings FTRE Stock Holding History

BFC Planning, Inc.’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08K Buy
177
+162
+1,080% +$2.19K ﹤0.01% 2863
2026
Q1 		$141 Sell
15
-4
-21% -$51 ﹤0.01% 2947
2025
Q4 		$328 Buy
19
+4
+27% +$49 ﹤0.01% 2989
2025
Q3 		$126 Hold
15
– – ﹤0.01% 2840
2025
Q2 		$74 Hold
15
– – ﹤0.01% 2633
2025
Q1 		$113 Sell
15
-31
-67% -$438 ﹤0.01% 2607
2024
Q4 		$858 Buy
+46
New +$896 ﹤0.01% 2429

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sessa Capital
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corvex Management
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BFC Planning, Inc. increased its Fortrea Holdings (FTRE) stake by 1,080% in Q2 2026, buying an estimated $2.19K and bringing the position to 177 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

BFC Planning, Inc. first reported a position in FTRE in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • BFC Planning, Inc. held 177 shares of Fortrea Holdings worth $3.08K as of Q2 2026.
  • BFC Planning, Inc. bought 162 Fortrea Holdings shares in Q2 2026, an estimated $2.19K.
  • Fortrea Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2863 holding.
  • BFC Planning, Inc. first reported a position in Fortrea Holdings in Q4 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

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