BPI
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BFC Planning, Inc.’s Gartner IT Stock Holding History

BFC Planning, Inc.’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.89K Sell
30
-60
-67% -$9.04K ﹤0.01% 2764
2026
Q1 		$14.2K Sell
90
-30
-25% -$5.52K ﹤0.01% 1866
2025
Q4 		$30.3K Buy
120
+1
+0.8% +$241 ﹤0.01% 1569
2025
Q3 		$31.3K Sell
119
-56
-32% -$16.3K ﹤0.01% 1374
2025
Q2 		$70.7K Sell
175
-18
-9% -$7.53K 0.01% 1004
2025
Q1 		$81K Sell
193
-6
-3% -$2.96K 0.01% 938
2024
Q4 		$96.4K Buy
+199
New +$103K 0.01% 885

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Gartner (IT) stake by 67% in Q2 2026, selling an estimated $9.04K and leaving 30 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

BFC Planning, Inc. first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.4K in Q4 2024. 656 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • BFC Planning, Inc. held 30 shares of Gartner worth $3.89K as of Q2 2026.
  • BFC Planning, Inc. sold 60 Gartner shares in Q2 2026, an estimated $9.04K.
  • Gartner made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2764 holding.
  • BFC Planning, Inc. first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Gartner position peaked at $96.4K in Q4 2024.
  • 656 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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