BPI
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BFC Planning, Inc.’s PTC PTC Stock Holding History

BFC Planning, Inc.’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.04K Sell
62
-75
-55% -$10.1K ﹤0.01% 2534
2026
Q1 		$19.5K Sell
137
-7
-5% -$1.11K ﹤0.01% 1722
2025
Q4 		$25.1K Buy
144
+73
+103% +$13.6K ﹤0.01% 1648
2025
Q3 		$14.4K Buy
71
+1
+1% +$204 ﹤0.01% 1736
2025
Q2 		$12.1K Buy
70
+1
+1% +$161 ﹤0.01% 1715
2025
Q1 		$10.7K Buy
69
+24
+53% +$4.13K ﹤0.01% 1739
2024
Q4 		$8.27K Buy
+45
New +$8.53K ﹤0.01% 1838

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFC Planning, Inc. reduced its PTC (PTC) stake by 55% in Q2 2026, selling an estimated $10.1K and leaving 62 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

BFC Planning, Inc. first reported a position in PTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q4 2025. 687 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • BFC Planning, Inc. held 62 shares of PTC worth $7.04K as of Q2 2026.
  • BFC Planning, Inc. sold 75 PTC shares in Q2 2026, an estimated $10.1K.
  • PTC made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2534 holding.
  • BFC Planning, Inc. first reported a position in PTC in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s PTC position peaked at $25.1K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held PTC as of Q2 2026.

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