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BFC Planning, Inc.’s Runway Growth Finance RWAY Stock Holding History

BFC Planning, Inc.’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Sell
1,917
-7
-0.4% -$44 ﹤0.01% 2334
2026
Q1 		$13.2K Buy
1,924
+10
+0.5% +$83 ﹤0.01% 1905
2025
Q4 		$17.1K Buy
+1,914
New +$18.1K ﹤0.01% 1817

Other funds holding RWAY

Oaktree Capital Management
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Ares Management
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Allium Financial Advisors
Allium Financial Advisors Lake Oswego, Oregon $148M AUM 20.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Runway Growth Finance (RWAY) stake by 0.36% in Q2 2026, selling an estimated $44 and leaving 1,917 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

BFC Planning, Inc. first reported a position in RWAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q4 2025. 96 funds tracked by Wall St. Rank hold RWAY as of Q2 2026.

  • BFC Planning, Inc. held 1,917 shares of Runway Growth Finance worth $10.8K as of Q2 2026.
  • BFC Planning, Inc. sold 7 Runway Growth Finance shares in Q2 2026, an estimated $44.
  • Runway Growth Finance made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2334 holding.
  • BFC Planning, Inc. first reported a position in Runway Growth Finance in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Runway Growth Finance position peaked at $17.1K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Runway Growth Finance as of Q2 2026.

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