BPI
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BFC Planning, Inc.’s Icahn Enterprises IEP Stock Holding History

BFC Planning, Inc.’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82.7K Buy
12,259
+2,366
+24% +$17.1K ﹤0.01% 1322
2026
Q2 		$71.3K Buy
9,893
+9,687
+4,702% +$74.5K ﹤0.01% 1376
2026
Q1 		$1.55K Sell
206
-4
-2% -$31 ﹤0.01% 2661
2025
Q4 		$1.58K Buy
210
+1
+0.5% +$8 ﹤0.01% 2692
2025
Q3 		$1.76K Buy
209
+1
+0.5% +$9 ﹤0.01% 2513
2025
Q2 		$1.68K Buy
208
+1
+0.5% +$9 ﹤0.01% 2345
2025
Q1 		$1.88K Hold
207
– – ﹤0.01% 2319
2024
Q4 		$1.8K Sell
207
-6
-3% -$73 ﹤0.01% 2304
2024
Q3 		$2.88K Buy
+213
New +$3.22K ﹤0.01% 2188

Other funds holding IEP

Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $9.43B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $13.9B AUM 45.06% 1-Year Est. Return

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

BFC Planning, Inc. increased its Icahn Enterprises (IEP) stake by 24% in Q3 2026, buying an estimated $17.1K and bringing the position to 12,259 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

BFC Planning, Inc. first reported a position in IEP in Q3 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • BFC Planning, Inc. held 12,259 shares of Icahn Enterprises worth $82.7K as of Q3 2026.
  • BFC Planning, Inc. bought 2,366 Icahn Enterprises shares in Q3 2026, an estimated $17.1K.
  • Icahn Enterprises made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1322 holding.
  • BFC Planning, Inc. first reported a position in Icahn Enterprises in Q3 2024 and has held it in 9 quarters since.
  • 106 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

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