BFC Planning, Inc.’s Inovio Pharmaceuticals INO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18K	Buy	963 +12	+1%	+$13	﹤0.01%	3137
2026 Q2	$1.05K	Hold	951	–	–	﹤0.01%	3140
2026 Q1	$1.66K	Hold	951	–	–	﹤0.01%	2646
2025 Q4	$1.66K	Hold	951	–	–	﹤0.01%	2681
2025 Q3	$2.22K	Hold	951	–	–	﹤0.01%	2445
2025 Q2	$1.94K	Hold	951	–	–	﹤0.01%	2315
2025 Q1	$1.55K	Hold	951	–	–	﹤0.01%	2356
2024 Q4	$1.74K	Hold	951	–	–	﹤0.01%	2318
2024 Q3	$5.5K	Buy	+951	New	+$7.84K	﹤0.01%	1978

Other funds holding INO

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

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

BFC Planning, Inc. increased its Inovio Pharmaceuticals (INO) stake by 1.3% in Q3 2026, buying an estimated $13 and bringing the position to 963 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

BFC Planning, Inc. first reported a position in INO in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.5K in Q3 2024. 79 funds tracked by Wall St. Rank hold INO as of Q3 2026.

BFC Planning, Inc. held 963 shares of Inovio Pharmaceuticals worth $1.18K as of Q3 2026.
BFC Planning, Inc. bought 12 Inovio Pharmaceuticals shares in Q3 2026, an estimated $13.
Inovio Pharmaceuticals made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3137 holding.
BFC Planning, Inc. first reported a position in Inovio Pharmaceuticals in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Inovio Pharmaceuticals position peaked at $5.5K in Q3 2024.
79 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

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