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BFC Planning, Inc.’s Medalist Diversified Inc MDRR Stock Holding History

BFC Planning, Inc.’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$757 Buy
+65
New +$736 ﹤0.01% 3202

Other funds holding MDRR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in Medalist Diversified Inc (MDRR) in Q2 2026: 65 shares worth $757. The stake represents ﹤0.01% of the portfolio and ranks #3202 among its holdings.

6 funds tracked by Wall St. Rank hold MDRR as of Q2 2026.

  • BFC Planning, Inc. held 65 shares of Medalist Diversified Inc worth $757 as of Q2 2026.
  • Medalist Diversified Inc was a new BFC Planning, Inc. position in Q2 2026.
  • Medalist Diversified Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3202 holding.
  • 6 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q2 2026.

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