BFC Planning, Inc.’s NetApp NTAP Stock Holding History

BFC Planning, Inc.’s Portfolio NTAP Stock Details NTAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50K	Buy	323 +70	+28%	+$9.15K	﹤0.01%	1551
2026 Q1	$25.9K	Sell	253 -53	-17%	-$5.38K	﹤0.01%	1597
2025 Q4	$32.8K	Sell	306 -220	-42%	-$25.1K	﹤0.01%	1536
2025 Q3	$62.3K	Sell	526 -545	-51%	-$60.9K	﹤0.01%	1106
2025 Q2	$114K	Buy	1,071 +10	+0.9%	+$949	0.01%	832
2025 Q1	$93.2K	Buy	1,061 +28	+3%	+$3.1K	0.01%	901
2024 Q4	$120K	Buy	+1,033	New	+$126K	0.01%	790

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BFC Planning, Inc. increased its NetApp (NTAP) stake by 28% in Q2 2026, buying an estimated $9.15K and bringing the position to 323 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

BFC Planning, Inc. first reported a position in NTAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q4 2024. 972 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

BFC Planning, Inc. held 323 shares of NetApp worth $50K as of Q2 2026.
BFC Planning, Inc. bought 70 NetApp shares in Q2 2026, an estimated $9.15K.
NetApp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1551 holding.
BFC Planning, Inc. first reported a position in NetApp in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s NetApp position peaked at $120K in Q4 2024.
972 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

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