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BFC Planning, Inc.’s Resideo Technologies REZI Stock Holding History

BFC Planning, Inc.’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73K Buy
120
+81
+208% +$2.79K ﹤0.01% 2786
2026
Q1 		$1.32K Sell
39
-4
-9% -$143 ﹤0.01% 2693
2025
Q4 		$1.51K Buy
43
+1
+2% +$37 ﹤0.01% 2705
2025
Q3 		$1.81K Buy
42
+31
+282% +$968 ﹤0.01% 2505
2025
Q2 		$242 Hold
11
– – ﹤0.01% 2598
2025
Q1 		$195 Hold
11
– – ﹤0.01% 2586
2024
Q4 		$253 Buy
+11
New +$258 ﹤0.01% 2517

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Clayton Dubilier & Rice
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

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

BFC Planning, Inc. increased its Resideo Technologies (REZI) stake by 208% in Q2 2026, buying an estimated $2.79K and bringing the position to 120 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

BFC Planning, Inc. first reported a position in REZI in Q4 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • BFC Planning, Inc. held 120 shares of Resideo Technologies worth $3.73K as of Q2 2026.
  • BFC Planning, Inc. bought 81 Resideo Technologies shares in Q2 2026, an estimated $2.79K.
  • Resideo Technologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2786 holding.
  • BFC Planning, Inc. first reported a position in Resideo Technologies in Q4 2024 and has held it in 7 quarters since.
  • 439 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

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