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BFC Planning, Inc.’s NVIDIA NVDA Stock Holding History

BFC Planning, Inc.’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130M Sell
649,146
-14,735
-2% -$3.03M 5.28% 1
2026
Q1 		$116M Buy
663,881
+13,780
+2% +$2.53M 5.16% 1
2025
Q4 		$121M Buy
650,101
+120,344
+23% +$22.4M 5.36% 1
2025
Q3 		$98.8M Sell
529,757
-5,570
-1% -$971K 7.15% 1
2025
Q2 		$84.6M Buy
535,327
+11,101
+2% +$1.4M 6.64% 1
2025
Q1 		$56.8M Sell
524,226
-65,733
-11% -$8.33M 5.01% 1
2024
Q4 		$79.2M Buy
+589,959
New +$81.3M 6.59% 1

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFC Planning, Inc. reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $3.03M and leaving 649,146 shares worth $130M. The position accounts for 5.28% of the portfolio, ranked #1.

BFC Planning, Inc. first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 6,008 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BFC Planning, Inc. held 649,146 shares of NVIDIA worth $130M as of Q2 2026.
  • BFC Planning, Inc. sold 14,735 NVIDIA shares in Q2 2026, an estimated $3.03M.
  • NVIDIA made up 5.28% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1 holding.
  • BFC Planning, Inc. first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 6,008 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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