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BFC Planning, Inc.’s Philips PHG Stock Holding History

BFC Planning, Inc.’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7K Buy
687
+181
+36% +$4.79K ﹤0.01% 2040
2026
Q1 		$13.4K Sell
506
-74
-13% -$2.09K ﹤0.01% 1902
2025
Q4 		$15.1K Buy
580
+10
+2% +$267 ﹤0.01% 1867
2025
Q3 		$15K Sell
570
-123
-18% -$3.16K ﹤0.01% 1716
2025
Q2 		$16K Buy
693
+74
+12% +$1.66K ﹤0.01% 1595
2025
Q1 		$14.6K Sell
619
-12
-2% -$294 ﹤0.01% 1608
2024
Q4 		$14.8K Buy
+631
New +$16.3K ﹤0.01% 1582

Other funds holding PHG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BFC Planning, Inc. increased its Philips (PHG) stake by 36% in Q2 2026, buying an estimated $4.79K and bringing the position to 687 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

BFC Planning, Inc. first reported a position in PHG in Q4 2024 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • BFC Planning, Inc. held 687 shares of Philips worth $18.7K as of Q2 2026.
  • BFC Planning, Inc. bought 181 Philips shares in Q2 2026, an estimated $4.79K.
  • Philips made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2040 holding.
  • BFC Planning, Inc. first reported a position in Philips in Q4 2024 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held Philips as of Q2 2026.

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