BFC Planning, Inc.’s Oragenics OGEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$1	–	3231
2025 Q4	$1	Hold	1	–	–	﹤0.01%	3219
2025 Q3	$1	Hold	1	–	–	﹤0.01%	2893
2025 Q2	$4	Buy	+1	New	+$5	﹤0.01%	2656
2025 Q1	–	Hold	0	–	–	–	2723
2024 Q4	–	Hold	0	–	–	–	2603

Other funds holding OGEN

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

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

St. Johns Investment Management Jacksonville, Florida $263M AUM 21.67% 1-Year Est. Return

BFC Planning, Inc.'s OGEN Position: Q1 2026 in Review

BFC Planning, Inc. sold out of Oragenics (OGEN) in Q1 2026, closing a stake of 1 share — an estimated $1 sold.

BFC Planning, Inc. first reported a position in OGEN in Q2 2025 and held it in 3 quarters. The position peaked at $4 in Q2 2025. 20 funds tracked by Wall St. Rank hold OGEN as of Q1 2026.

BFC Planning, Inc. reported no remaining Oragenics position as of Q1 2026 after selling out during the quarter.
BFC Planning, Inc. sold 1 Oragenics share in Q1 2026, an estimated $1.
BFC Planning, Inc. first reported a position in Oragenics in Q2 2025 and held it in 3 quarters.
BFC Planning, Inc.'s Oragenics position peaked at $4 in Q2 2025.
20 funds tracked by Wall St. Rank held Oragenics as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.