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BFC Planning, Inc.’s Rezolve AI RZLV Stock Holding History

BFC Planning, Inc.’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$358K Hold
165,000
– – 0.01% 725
2026
Q2 		$520K Buy
165,000
+75,000
+83% +$197K 0.02% 594
2026
Q1 		$230K Buy
+90,000
New +$254K 0.01% 822

Other funds holding RZLV

UBS Group
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $50.4B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Quantbot Technologies
Quantbot Technologies New York $2.78B AUM 9.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

BFC Planning, Inc. held its Rezolve AI (RZLV) position steady in Q3 2026 at 165,000 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #725.

BFC Planning, Inc. first reported a position in RZLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $520K in Q2 2026. 66 funds tracked by Wall St. Rank hold RZLV as of Q3 2026.

  • BFC Planning, Inc. held 165,000 shares of Rezolve AI worth $358K as of Q3 2026.
  • BFC Planning, Inc. left its Rezolve AI share count unchanged in Q3 2026.
  • Rezolve AI made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #725 holding.
  • BFC Planning, Inc. first reported a position in Rezolve AI in Q1 2026 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Rezolve AI position peaked at $520K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Rezolve AI as of Q3 2026.

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