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BFC Planning, Inc.’s Morningstar MORN Stock Holding History

BFC Planning, Inc.’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81K Hold
18
– – ﹤0.01% 2894
2026
Q1 		$3.04K Buy
+18
New +$3.34K ﹤0.01% 2489
2025
Q4 		– Sell
-6
Closed -$1.39K – 3290
2025
Q3 		$1.39K Hold
6
– – ﹤0.01% 2568
2025
Q2 		$1.88K Hold
6
– – ﹤0.01% 2323
2025
Q1 		$1.8K Hold
6
– – ﹤0.01% 2330
2024
Q4 		$2.02K Buy
+6
New +$2.05K ﹤0.01% 2281

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

BFC Planning, Inc. held its Morningstar (MORN) position steady in Q2 2026 at 18 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

BFC Planning, Inc. first reported a position in MORN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04K in Q1 2026. 423 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • BFC Planning, Inc. held 18 shares of Morningstar worth $2.81K as of Q2 2026.
  • BFC Planning, Inc. left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2894 holding.
  • BFC Planning, Inc. first reported a position in Morningstar in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Morningstar position peaked at $3.04K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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