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BFC Planning, Inc.’s Lemonade LMND Stock Holding History

BFC Planning, Inc.’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.5K Buy
100
+69
+223% +$4.04K ﹤0.01% 2570
2026
Q1 		$1.94K Buy
+31
New +$2.14K ﹤0.01% 2604
2025
Q3 		– Sell
-115
Closed -$5.04K – 2945
2025
Q2 		$5.04K Buy
115
+36
+46% +$1.2K ﹤0.01% 2048
2025
Q1 		$2.48K Sell
79
-43
-35% -$1.48K ﹤0.01% 2250
2024
Q4 		$4.48K Buy
+122
New +$3.9K ﹤0.01% 2056

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

BFC Planning, Inc. increased its Lemonade (LMND) stake by 223% in Q2 2026, buying an estimated $4.04K and bringing the position to 100 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

BFC Planning, Inc. first reported a position in LMND in Q4 2024 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • BFC Planning, Inc. held 100 shares of Lemonade worth $6.5K as of Q2 2026.
  • BFC Planning, Inc. bought 69 Lemonade shares in Q2 2026, an estimated $4.04K.
  • Lemonade made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2570 holding.
  • BFC Planning, Inc. first reported a position in Lemonade in Q4 2024 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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