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BFC Planning, Inc.’s Patrick Industries PATK Stock Holding History

BFC Planning, Inc.’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16K Hold
24
– – ﹤0.01% 2974
2026
Q1 		$2.66K Hold
24
– – ﹤0.01% 2525
2025
Q4 		$2.6K Hold
24
– – ﹤0.01% 2560
2025
Q3 		$2.48K Hold
24
– – ﹤0.01% 2422
2025
Q2 		$2.21K Hold
24
– – ﹤0.01% 2279
2025
Q1 		$2.03K Hold
24
– – ﹤0.01% 2304
2024
Q4 		$1.99K Buy
+24
New +$2.14K ﹤0.01% 2284

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BFC Planning, Inc. held its Patrick Industries (PATK) position steady in Q2 2026 at 24 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

BFC Planning, Inc. first reported a position in PATK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66K in Q1 2026. 332 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • BFC Planning, Inc. held 24 shares of Patrick Industries worth $2.16K as of Q2 2026.
  • BFC Planning, Inc. left its Patrick Industries share count unchanged in Q2 2026.
  • Patrick Industries made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2974 holding.
  • BFC Planning, Inc. first reported a position in Patrick Industries in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Patrick Industries position peaked at $2.66K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

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