BPI
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BFC Planning, Inc.’s SharkNinja SN Stock Holding History

BFC Planning, Inc.’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.24K Buy
41
+14
+52% +$1.68K ﹤0.01% 2589
2026
Q1 		$2.86K Buy
27
+7
+35% +$819 ﹤0.01% 2507
2025
Q4 		$2.24K Hold
20
– – ﹤0.01% 2603
2025
Q3 		$2.06K Hold
20
– – ﹤0.01% 2467
2025
Q2 		$1.98K Sell
20
-30
-60% -$2.59K ﹤0.01% 2308
2025
Q1 		$4.17K Buy
50
+11
+28% +$1.12K ﹤0.01% 2080
2024
Q4 		$3.8K Buy
+39
New +$3.98K ﹤0.01% 2094

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Abrams Bison Investments
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BFC Planning, Inc. increased its SharkNinja (SN) stake by 52% in Q2 2026, buying an estimated $1.68K and bringing the position to 41 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

BFC Planning, Inc. first reported a position in SN in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • BFC Planning, Inc. held 41 shares of SharkNinja worth $6.24K as of Q2 2026.
  • BFC Planning, Inc. bought 14 SharkNinja shares in Q2 2026, an estimated $1.68K.
  • SharkNinja made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2589 holding.
  • BFC Planning, Inc. first reported a position in SharkNinja in Q4 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

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