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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
Q3 		$21.2K Sell
139
-347
-71% -$52.2K ﹤0.01% 2005
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 Sell
50
-316
-86% -$23.9K ﹤0.01% 2099
2024
Q3 		$27.3K Buy
+366
New +$23.5K ﹤0.01% 1321

Other funds holding ROKU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BFC Planning, Inc.'s ROKU Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Roku (ROKU) stake by 71% in Q3 2026, selling an estimated $52.2K and leaving 139 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

BFC Planning, Inc. first reported a position in ROKU in Q3 2024 and has held it in 9 quarters since. The position peaked at $67.1K in Q2 2026. 545 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • BFC Planning, Inc. held 139 shares of Roku worth $21.2K as of Q3 2026.
  • BFC Planning, Inc. sold 347 Roku shares in Q3 2026, an estimated $52.2K.
  • Roku made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2005 holding.
  • BFC Planning, Inc. first reported a position in Roku in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Roku position peaked at $67.1K in Q2 2026.
  • 545 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.