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BFC Planning, Inc.’s Sandisk SNDK Stock Holding History

BFC Planning, Inc.’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.83M Buy
3,444
+3,202
+1,323% +$4.57M 0.32% 62
2026
Q1 		$154K Buy
242
+189
+357% +$107K 0.01% 962
2025
Q4 		$12.6K Buy
53
+5
+10% +$1K ﹤0.01% 1969
2025
Q3 		$5.39K Hold
48
– – ﹤0.01% 2170
2025
Q2 		$2.18K Hold
48
– – ﹤0.01% 2287
2025
Q1 		$2.29K Buy
+48
New +$2.38K ﹤0.01% 2266

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Situational Awareness
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

BFC Planning, Inc. increased its Sandisk (SNDK) stake by 1,323% in Q2 2026, buying an estimated $4.57M and bringing the position to 3,444 shares worth $7.83M. The position accounts for 0.32% of the portfolio, ranked #62.

BFC Planning, Inc. first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,831 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • BFC Planning, Inc. held 3,444 shares of Sandisk worth $7.83M as of Q2 2026.
  • BFC Planning, Inc. bought 3,202 Sandisk shares in Q2 2026, an estimated $4.57M.
  • Sandisk made up 0.32% of BFC Planning, Inc.'s portfolio in Q2 2026, its #62 holding.
  • BFC Planning, Inc. first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

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