BPI
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BFC Planning, Inc.’s Everpure Inc P Stock Holding History

BFC Planning, Inc.’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Sell
4,842
-588
-11% -$43.1K 0.02% 703
2026
Q1 		$321K Buy
5,430
+419
+8% +$28.4K 0.01% 711
2025
Q4 		$336K Buy
5,011
+124
+3% +$10.4K 0.01% 674
2025
Q3 		$410K Buy
4,887
+5
+0.1% +$333 0.03% 438
2025
Q2 		$281K Buy
4,882
+933
+24% +$46.4K 0.02% 506
2025
Q1 		$175K Sell
3,949
-88
-2% -$5.31K 0.02% 661
2024
Q4 		$248K Buy
+4,037
New +$225K 0.02% 531

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $100B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

BFC Planning, Inc. reduced its Everpure Inc (P) stake by 11% in Q2 2026, selling an estimated $43.1K and leaving 4,842 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #703.

BFC Planning, Inc. first reported a position in P in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q3 2025. 820 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • BFC Planning, Inc. held 4,842 shares of Everpure Inc worth $382K as of Q2 2026.
  • BFC Planning, Inc. sold 588 Everpure Inc shares in Q2 2026, an estimated $43.1K.
  • Everpure Inc made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #703 holding.
  • BFC Planning, Inc. first reported a position in Everpure Inc in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Everpure Inc position peaked at $410K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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