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BFC Planning, Inc.’s Gates Industrial Corp GTES Stock Holding History

BFC Planning, Inc.’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.93K Buy
212
+60
+39% +$1.54K ﹤0.01% 2612
2026
Q1 		$3.44K Buy
152
+41
+37% +$997 ﹤0.01% 2443
2025
Q4 		$2.38K Hold
111
– – ﹤0.01% 2582
2025
Q3 		$2.76K Buy
+111
New +$2.76K ﹤0.01% 2383
2025
Q2 		– Sell
-77
Closed -$1.42K – 2746
2025
Q1 		$1.42K Hold
77
– – ﹤0.01% 2381
2024
Q4 		$1.58K Buy
+77
New +$1.55K ﹤0.01% 2333

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

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

BFC Planning, Inc. increased its Gates Industrial Corp (GTES) stake by 39% in Q2 2026, buying an estimated $1.54K and bringing the position to 212 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

BFC Planning, Inc. first reported a position in GTES in Q4 2024 and has held it in 6 quarters since. 381 funds tracked by Wall St. Rank hold GTES as of Q2 2026.

  • BFC Planning, Inc. held 212 shares of Gates Industrial Corp worth $5.93K as of Q2 2026.
  • BFC Planning, Inc. bought 60 Gates Industrial Corp shares in Q2 2026, an estimated $1.54K.
  • Gates Industrial Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2612 holding.
  • BFC Planning, Inc. first reported a position in Gates Industrial Corp in Q4 2024 and has held it in 6 quarters since.
  • 381 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2026.

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