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BFC Planning, Inc.’s Quaker Houghton KWR Stock Holding History

BFC Planning, Inc.’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11K Buy
+7
New +$984 ﹤0.01% 3126

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Dimensional Fund Advisors
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Wellington Management Group
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in Quaker Houghton (KWR) in Q2 2026: 7 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #3126 among its holdings.

316 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

  • BFC Planning, Inc. held 7 shares of Quaker Houghton worth $1.11K as of Q2 2026.
  • Quaker Houghton was a new BFC Planning, Inc. position in Q2 2026.
  • Quaker Houghton made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3126 holding.
  • 316 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

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