BPI
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BFC Planning, Inc.’s PCM Fund PCM Stock Holding History

BFC Planning, Inc.’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.94K Hold
885
– – ﹤0.01% 2684
2026
Q1 		$5.05K Hold
885
– – ﹤0.01% 2306
2025
Q4 		$5.43K Hold
885
– – ﹤0.01% 2321
2025
Q3 		$5.94K Hold
885
– – ﹤0.01% 2137
2025
Q2 		$5.6K Hold
885
– – ﹤0.01% 2019
2025
Q1 		$5.71K Sell
885
-2,280
-72% -$15.1K ﹤0.01% 1970
2024
Q4 		$24.4K Buy
+3,165
New +$25.4K ﹤0.01% 1384

Other funds holding PCM

Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.34B AUM 21.74% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Concord Investment Counsel
Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

BFC Planning, Inc. held its PCM Fund (PCM) position steady in Q2 2026 at 885 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

BFC Planning, Inc. first reported a position in PCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.4K in Q4 2024. 32 funds tracked by Wall St. Rank hold PCM as of Q2 2026.

  • BFC Planning, Inc. held 885 shares of PCM Fund worth $4.94K as of Q2 2026.
  • BFC Planning, Inc. left its PCM Fund share count unchanged in Q2 2026.
  • PCM Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2684 holding.
  • BFC Planning, Inc. first reported a position in PCM Fund in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s PCM Fund position peaked at $24.4K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held PCM Fund as of Q2 2026.

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