BFC Planning, Inc.’s MillerKnoll MLKN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,000	Closed	-$145K	–	3472
2026 Q1	$145K	Sell	10,000 -6,003	-38%	-$118K	0.01%	982
2025 Q4	$293K	Buy	+16,003	New	+$261K	0.01%	727

Other funds holding MLKN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFC Planning, Inc. sold out of MillerKnoll (MLKN) in Q2 2026, closing a stake of 10,000 shares — an estimated $145K sold.

BFC Planning, Inc. first reported a position in MLKN in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q4 2025. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

BFC Planning, Inc. reported no remaining MillerKnoll position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 10,000 MillerKnoll shares in Q2 2026, an estimated $145K.
BFC Planning, Inc. first reported a position in MillerKnoll in Q4 2025 and held it in 2 quarters.
BFC Planning, Inc.'s MillerKnoll position peaked at $293K in Q4 2025.
242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

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