BFC Planning, Inc.’s NextBoat Inc NXB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45K	Hold	1,500	–	–	﹤0.01%	2818
2026 Q1	$2.98K	Buy	+1,500	New	+$3.7K	﹤0.01%	2495

Other funds holding NXB

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

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

BFC Planning, Inc. held its NextBoat Inc (NXB) position steady in Q2 2026 at 1,500 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

BFC Planning, Inc. first reported a position in NXB in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold NXB as of Q2 2026.

BFC Planning, Inc. held 1,500 shares of NextBoat Inc worth $3.45K as of Q2 2026.
BFC Planning, Inc. left its NextBoat Inc share count unchanged in Q2 2026.
NextBoat Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2818 holding.
BFC Planning, Inc. first reported a position in NextBoat Inc in Q1 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held NextBoat Inc as of Q2 2026.

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