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BFC Planning, Inc.’s Northeast Bank NBN Stock Holding History

BFC Planning, Inc.’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04K Hold
38
– – ﹤0.01% 2678
2026
Q1 		$4.27K Hold
38
– – ﹤0.01% 2365
2025
Q4 		$3.95K Hold
38
– – ﹤0.01% 2439
2025
Q3 		$3.81K Buy
+38
New +$3.88K ﹤0.01% 2282

Other funds holding NBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Ampfield Management
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

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

BFC Planning, Inc. held its Northeast Bank (NBN) position steady in Q2 2026 at 38 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

BFC Planning, Inc. first reported a position in NBN in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold NBN as of Q2 2026.

  • BFC Planning, Inc. held 38 shares of Northeast Bank worth $5.04K as of Q2 2026.
  • BFC Planning, Inc. left its Northeast Bank share count unchanged in Q2 2026.
  • Northeast Bank made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2678 holding.
  • BFC Planning, Inc. first reported a position in Northeast Bank in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Northeast Bank as of Q2 2026.

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