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BFC Planning, Inc.’s Helen of Troy HELE Stock Holding History

BFC Planning, Inc.’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.1K Buy
210
+122
+139% +$2.89K ﹤0.01% 2602
2026
Q1 		$1.27K Sell
88
-12,500
-99% -$219K ﹤0.01% 2698
2025
Q4 		$267K Buy
12,588
+12,442
+8,522% +$254K 0.01% 757
2025
Q3 		$3.68K Buy
146
+60
+70% +$1.45K ﹤0.01% 2295
2025
Q2 		$2.44K Hold
86
– – ﹤0.01% 2260
2025
Q1 		$4.6K Hold
86
– – ﹤0.01% 2048
2024
Q4 		$5.14K Buy
+86
New +$5.72K ﹤0.01% 2013

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BFC Planning, Inc. increased its Helen of Troy (HELE) stake by 139% in Q2 2026, buying an estimated $2.89K and bringing the position to 210 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

BFC Planning, Inc. first reported a position in HELE in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q4 2025. 202 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • BFC Planning, Inc. held 210 shares of Helen of Troy worth $6.1K as of Q2 2026.
  • BFC Planning, Inc. bought 122 Helen of Troy shares in Q2 2026, an estimated $2.89K.
  • Helen of Troy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2602 holding.
  • BFC Planning, Inc. first reported a position in Helen of Troy in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Helen of Troy position peaked at $267K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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