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BFC Planning, Inc.’s NewMarket NEU Stock Holding History

BFC Planning, Inc.’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Buy
69
+55
+393% +$39.6K ﹤0.01% 1510
2026
Q1 		$9.16K Hold
14
– – ﹤0.01% 2084
2025
Q4 		$9.8K Sell
14
-27
-66% -$20.6K ﹤0.01% 2093
2025
Q3 		$34.1K Buy
41
+27
+193% +$20.8K ﹤0.01% 1332
2025
Q2 		$9.8K Buy
14
+3
+27% +$1.86K ﹤0.01% 1816
2025
Q1 		$6.29K Hold
11
– – ﹤0.01% 1942
2024
Q4 		$5.84K Buy
+11
New +$5.89K ﹤0.01% 1967

Other funds holding NEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BFC Planning, Inc. increased its NewMarket (NEU) stake by 393% in Q2 2026, buying an estimated $39.6K and bringing the position to 69 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

BFC Planning, Inc. first reported a position in NEU in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

  • BFC Planning, Inc. held 69 shares of NewMarket worth $54.9K as of Q2 2026.
  • BFC Planning, Inc. bought 55 NewMarket shares in Q2 2026, an estimated $39.6K.
  • NewMarket made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1510 holding.
  • BFC Planning, Inc. first reported a position in NewMarket in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

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