BFC Planning, Inc.’s Semtech SMTC Stock Holding History

BFC Planning, Inc.’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$75.6K	Buy	424 +396	+1,414%	+$56.1K	﹤0.01%	1360
2026 Q2	$4.53K	Buy	28 +4	+17%	+$523	﹤0.01%	2715
2026 Q1	$1.84K	Hold	24	–	–	﹤0.01%	2611
2025 Q4	$1.77K	Buy	+24	New	+$1.7K	﹤0.01%	2665
2025 Q2	–	Sell	-52	Closed	-$1.79K	–	2831
2025 Q1	$1.79K	Hold	52	–	–	﹤0.01%	2331
2024 Q4	$3.22K	Sell	52 -26	-33%	-$1.37K	﹤0.01%	2150
2024 Q3	$3.56K	Buy	+78	New	+$2.87K	﹤0.01%	2127

Other funds holding SMTC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

BFC Planning, Inc. increased its Semtech (SMTC) stake by 1,414% in Q3 2026, buying an estimated $56.1K and bringing the position to 424 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

BFC Planning, Inc. first reported a position in SMTC in Q3 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

BFC Planning, Inc. held 424 shares of Semtech worth $75.6K as of Q3 2026.
BFC Planning, Inc. bought 396 Semtech shares in Q3 2026, an estimated $56.1K.
Semtech made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1360 holding.
BFC Planning, Inc. first reported a position in Semtech in Q3 2024 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

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