BFC Planning, Inc.’s Organigram Holdings OGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-250	Closed	-$255	–	3573
2026 Q2	$255	Buy	+250	New	+$305	﹤0.01%	3307

Other funds holding OGI

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BFC Planning, Inc.'s OGI Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Organigram Holdings (OGI) in Q3 2026, closing a stake of 250 shares — an estimated $255 sold.

BFC Planning, Inc. first reported a position in OGI in Q2 2026 and held it in 1 quarter. The position peaked at $255 in Q2 2026. 58 funds tracked by Wall St. Rank hold OGI as of Q3 2026.

BFC Planning, Inc. reported no remaining Organigram Holdings position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 250 Organigram Holdings shares in Q3 2026, an estimated $255.
BFC Planning, Inc. first reported a position in Organigram Holdings in Q2 2026 and held it in 1 quarter.
BFC Planning, Inc.'s Organigram Holdings position peaked at $255 in Q2 2026.
58 funds tracked by Wall St. Rank held Organigram Holdings as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.