BFC Planning, Inc.’s Heartflow Inc HTFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,883	Closed	-$84.6K	–	3652
2026 Q2	$84.6K	Hold	2,883	–	–	﹤0.01%	1305
2026 Q1	$70.1K	Buy	+2,883	New	+$78.3K	﹤0.01%	1223

Other funds holding HTFL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BFC Planning, Inc.'s HTFL Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Heartflow Inc (HTFL) in Q3 2026, closing a stake of 2,883 shares — an estimated $84.6K sold.

BFC Planning, Inc. first reported a position in HTFL in Q1 2026 and held it in 2 quarters. The position peaked at $84.6K in Q2 2026. 171 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

BFC Planning, Inc. reported no remaining Heartflow Inc position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 2,883 Heartflow Inc shares in Q3 2026, an estimated $84.6K.
BFC Planning, Inc. first reported a position in Heartflow Inc in Q1 2026 and held it in 2 quarters.
BFC Planning, Inc.'s Heartflow Inc position peaked at $84.6K in Q2 2026.
171 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.