BPI
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BFC Planning, Inc.’s Roku ROKU Stock Holding History

BFC Planning, Inc.’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.1K Sell
486
-91
-16% -$11.1K ﹤0.01% 1404
2026
Q1 		$54.6K Buy
577
+352
+156% +$34.3K ﹤0.01% 1303
2025
Q4 		$24.4K Buy
225
+2
+0.9% +$203 ﹤0.01% 1665
2025
Q3 		$22.3K Hold
223
– – ﹤0.01% 1521
2025
Q2 		$19.6K Buy
223
+150
+205% +$10.5K ﹤0.01% 1508
2025
Q1 		$5.14K Buy
73
+23
+46% +$1.84K ﹤0.01% 2013
2024
Q4 		$3.72K Buy
+50
New +$3.79K ﹤0.01% 2099

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Roku (ROKU) stake by 16% in Q2 2026, selling an estimated $11.1K and leaving 486 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

BFC Planning, Inc. first reported a position in ROKU in Q4 2024 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • BFC Planning, Inc. held 486 shares of Roku worth $67.1K as of Q2 2026.
  • BFC Planning, Inc. sold 91 Roku shares in Q2 2026, an estimated $11.1K.
  • Roku made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1404 holding.
  • BFC Planning, Inc. first reported a position in Roku in Q4 2024 and has held it in 7 quarters since.
  • 791 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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