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BFC Planning, Inc.’s GXO Logistics GXO Stock Holding History

BFC Planning, Inc.’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
285
+30
+12% +$1.55K ﹤0.01% 2170
2026
Q1 		$13.2K Sell
255
-30
-11% -$1.72K ﹤0.01% 1904
2025
Q4 		$15K Buy
285
+30
+12% +$1.58K ﹤0.01% 1872
2025
Q3 		$13.5K Buy
255
+180
+240% +$9.26K ﹤0.01% 1760
2025
Q2 		$3.65K Hold
75
– – ﹤0.01% 2160
2025
Q1 		$2.93K Hold
75
– – ﹤0.01% 2205
2024
Q4 		$3.26K Buy
+75
New +$4.13K ﹤0.01% 2142

Other funds holding GXO

Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

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

BFC Planning, Inc. increased its GXO Logistics (GXO) stake by 12% in Q2 2026, buying an estimated $1.55K and bringing the position to 285 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

BFC Planning, Inc. first reported a position in GXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $15K in Q4 2025. 484 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

  • BFC Planning, Inc. held 285 shares of GXO Logistics worth $14.4K as of Q2 2026.
  • BFC Planning, Inc. bought 30 GXO Logistics shares in Q2 2026, an estimated $1.55K.
  • GXO Logistics made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2170 holding.
  • BFC Planning, Inc. first reported a position in GXO Logistics in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s GXO Logistics position peaked at $15K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

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