BFC Planning, Inc.’s Futu Holdings FUTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-925	Closed	-$127K	–	3455
2026 Q1	$127K	Hold	925	–	–	0.01%	1031
2025 Q4	$152K	Sell	925 -10	-1%	-$1.72K	0.01%	976
2025 Q3	$163K	Sell	935 -11	-1%	-$1.83K	0.01%	750
2025 Q2	$117K	Hold	946	–	–	0.01%	820
2025 Q1	$96.8K	Buy	946 +23	+2%	+$2.36K	0.01%	884
2024 Q4	$73.8K	Buy	+923	New	+$86.4K	0.01%	974

Other funds holding FUTU

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 925 shares — an estimated $127K sold.

BFC Planning, Inc. first reported a position in FUTU in Q4 2024 and held it in 6 quarters. The position peaked at $163K in Q3 2025. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

BFC Planning, Inc. reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 925 Futu Holdings shares in Q2 2026, an estimated $127K.
BFC Planning, Inc. first reported a position in Futu Holdings in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s Futu Holdings position peaked at $163K in Q3 2025.
321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

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