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BFC Planning, Inc.’s Outlook Therapeutics OTLK Stock Holding History

BFC Planning, Inc.’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97 Hold
61
– – ﹤0.01% 3352
2026
Q1 		$13 Hold
61
– – ﹤0.01% 3016
2025
Q4 		$96 Hold
61
– – ﹤0.01% 3092
2025
Q3 		$65 Hold
61
– – ﹤0.01% 2859
2025
Q2 		$98 Hold
61
– – ﹤0.01% 2626
2025
Q1 		$74 Hold
61
– – ﹤0.01% 2614
2024
Q4 		$115 Buy
+61
New +$251 ﹤0.01% 2542

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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

BFC Planning, Inc. held its Outlook Therapeutics (OTLK) position steady in Q2 2026 at 61 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

BFC Planning, Inc. first reported a position in OTLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $115 in Q4 2024. 69 funds tracked by Wall St. Rank hold OTLK as of Q2 2026.

  • BFC Planning, Inc. held 61 shares of Outlook Therapeutics worth $97 as of Q2 2026.
  • BFC Planning, Inc. left its Outlook Therapeutics share count unchanged in Q2 2026.
  • Outlook Therapeutics made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3352 holding.
  • BFC Planning, Inc. first reported a position in Outlook Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Outlook Therapeutics position peaked at $115 in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2026.

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