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BFC Planning, Inc.’s Nasdaq NDAQ Stock Holding History

BFC Planning, Inc.’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Sell
180
-3
-2% -$263 ﹤0.01% 2187
2026
Q1 		$15.5K Sell
183
-106
-37% -$9.5K ﹤0.01% 1829
2025
Q4 		$28.1K Buy
289
+47
+19% +$4.23K ﹤0.01% 1598
2025
Q3 		$21.4K Sell
242
-25
-9% -$2.32K ﹤0.01% 1539
2025
Q2 		$23.9K Buy
267
+97
+57% +$7.74K ﹤0.01% 1415
2025
Q1 		$12.9K Buy
170
+15
+10% +$1.18K ﹤0.01% 1655
2024
Q4 		$12K Buy
+155
New +$12K ﹤0.01% 1678

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Nasdaq (NDAQ) stake by 1.6% in Q2 2026, selling an estimated $263 and leaving 180 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

BFC Planning, Inc. first reported a position in NDAQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.1K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • BFC Planning, Inc. held 180 shares of Nasdaq worth $14.2K as of Q2 2026.
  • BFC Planning, Inc. sold 3 Nasdaq shares in Q2 2026, an estimated $263.
  • Nasdaq made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2187 holding.
  • BFC Planning, Inc. first reported a position in Nasdaq in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Nasdaq position peaked at $28.1K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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