BPI
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BFC Planning, Inc.’s Vail Resorts MTN Stock Holding History

BFC Planning, Inc.’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$688K Buy
5,051
+2,050
+68% +$267K 0.03% 497
2026
Q1 		$385K Hold
3,001
– – 0.02% 654
2025
Q4 		$399K Hold
3,001
– – 0.02% 626
2025
Q3 		$449K Sell
3,001
-153
-5% -$23.7K 0.03% 414
2025
Q2 		$496K Sell
3,154
-34
-1% -$5.05K 0.04% 361
2025
Q1 		$510K Sell
3,188
-196
-6% -$32.6K 0.05% 326
2024
Q4 		$634K Buy
+3,384
New +$605K 0.05% 285

Other funds holding MTN

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Oasis Management Company
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

BFC Planning, Inc. increased its Vail Resorts (MTN) stake by 68% in Q2 2026, buying an estimated $267K and bringing the position to 5,051 shares worth $688K. The position accounts for 0.03% of the portfolio, ranked #497.

BFC Planning, Inc. first reported a position in MTN in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • BFC Planning, Inc. held 5,051 shares of Vail Resorts worth $688K as of Q2 2026.
  • BFC Planning, Inc. bought 2,050 Vail Resorts shares in Q2 2026, an estimated $267K.
  • Vail Resorts made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #497 holding.
  • BFC Planning, Inc. first reported a position in Vail Resorts in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

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