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BFC Planning, Inc.’s ScottsMiracle-Gro SMG Stock Holding History

BFC Planning, Inc.’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4K Sell
505
-24
-5% -$1.49K ﹤0.01% 1745
2026
Q1 		$32.2K Buy
529
+42
+9% +$2.72K ﹤0.01% 1505
2025
Q4 		$28.4K Buy
487
+258
+113% +$14.5K ﹤0.01% 1594
2025
Q3 		$13K Hold
229
– – ﹤0.01% 1777
2025
Q2 		$15.1K Buy
229
+73
+47% +$4.22K ﹤0.01% 1627
2025
Q1 		$8.56K Hold
156
– – ﹤0.01% 1837
2024
Q4 		$10.4K Buy
+156
New +$12.3K ﹤0.01% 1751

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

BFC Planning, Inc. reduced its ScottsMiracle-Gro (SMG) stake by 4.5% in Q2 2026, selling an estimated $1.49K and leaving 505 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

BFC Planning, Inc. first reported a position in SMG in Q4 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • BFC Planning, Inc. held 505 shares of ScottsMiracle-Gro worth $34.4K as of Q2 2026.
  • BFC Planning, Inc. sold 24 ScottsMiracle-Gro shares in Q2 2026, an estimated $1.49K.
  • ScottsMiracle-Gro made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1745 holding.
  • BFC Planning, Inc. first reported a position in ScottsMiracle-Gro in Q4 2024 and has held it in 7 quarters since.
  • 468 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

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