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BFC Planning, Inc.’s Mueller Industries MLI Stock Holding History

BFC Planning, Inc.’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.8K Sell
630
-12
-2% -$787 ﹤0.01% 1681
2026
Q1 		$35.6K Buy
642
+166
+35% +$10K ﹤0.01% 1477
2025
Q4 		$27.3K Buy
476
+12
+3% +$645 ﹤0.01% 1607
2025
Q3 		$23.5K Sell
464
-228
-33% -$10.5K ﹤0.01% 1503
2025
Q2 		$27.5K Hold
692
– – ﹤0.01% 1365
2025
Q1 		$26.3K Hold
692
– – ﹤0.01% 1354
2024
Q4 		$27.5K Buy
+692
New +$28.1K ﹤0.01% 1330

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Mueller Industries (MLI) stake by 1.9% in Q2 2026, selling an estimated $787 and leaving 630 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

BFC Planning, Inc. first reported a position in MLI in Q4 2024 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • BFC Planning, Inc. held 630 shares of Mueller Industries worth $38.8K as of Q2 2026.
  • BFC Planning, Inc. sold 12 Mueller Industries shares in Q2 2026, an estimated $787.
  • Mueller Industries made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1681 holding.
  • BFC Planning, Inc. first reported a position in Mueller Industries in Q4 2024 and has held it in 7 quarters since.
  • 745 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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