BPI
SHLS icon

BFC Planning, Inc.’s Shoals Technologies Group SHLS Stock Holding History

BFC Planning, Inc.’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-325
Closed -$3.22K – 3601
2026
Q2 		$3.22K Hold
325
– – ﹤0.01% 2847
2026
Q1 		$2.14K Buy
325
+174
+115% +$1.43K ﹤0.01% 2574
2025
Q4 		$1.28K Buy
151
+11
+8% +$99 ﹤0.01% 2743
2025
Q3 		$1.04K Hold
140
– – ﹤0.01% 2620
2025
Q2 		$595 Hold
140
– – ﹤0.01% 2525
2025
Q1 		$465 Hold
140
– – ﹤0.01% 2525
2024
Q4 		$774 Hold
140
– – ﹤0.01% 2443
2024
Q3 		$785 Buy
+140
New +$837 ﹤0.01% 2435

Other funds holding SHLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Shoals Technologies Group (SHLS) in Q3 2026, closing a stake of 325 shares — an estimated $3.22K sold.

BFC Planning, Inc. first reported a position in SHLS in Q3 2024 and held it in 8 quarters. The position peaked at $3.22K in Q2 2026. 194 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Shoals Technologies Group position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 325 Shoals Technologies Group shares in Q3 2026, an estimated $3.22K.
  • BFC Planning, Inc. first reported a position in Shoals Technologies Group in Q3 2024 and held it in 8 quarters.
  • BFC Planning, Inc.'s Shoals Technologies Group position peaked at $3.22K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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