BFC Planning, Inc.’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.1K	Hold	36	–	–	﹤0.01%	2858
2026 Q1	$3.17K	Sell	36 -1	-3%	-$81	﹤0.01%	2474
2025 Q4	$2.4K	Sell	37 -12	-24%	-$1.09K	﹤0.01%	2580
2025 Q3	$7.3K	Sell	49 -13	-21%	-$1.91K	﹤0.01%	2061
2025 Q2	$9K	Buy	62 +13	+27%	+$1.88K	﹤0.01%	1863
2025 Q1	$6.2K	Buy	49 +27	+123%	+$3.41K	﹤0.01%	1949
2024 Q4	$2.29K	Buy	+22	New	+$2.09K	﹤0.01%	2255

Other funds holding LRN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

BFC Planning, Inc. held its Stride (LRN) position steady in Q2 2026 at 36 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

BFC Planning, Inc. first reported a position in LRN in Q4 2024 and has held it in 7 quarters since. The position peaked at $9K in Q2 2025. 416 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

BFC Planning, Inc. held 36 shares of Stride worth $3.1K as of Q2 2026.
BFC Planning, Inc. left its Stride share count unchanged in Q2 2026.
Stride made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2858 holding.
BFC Planning, Inc. first reported a position in Stride in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Stride position peaked at $9K in Q2 2025.
416 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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