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BFC Planning, Inc.’s Smith & Nephew SNN Stock Holding History

BFC Planning, Inc.’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.95K Buy
276
+133
+93% +$4.13K ﹤0.01% 2481
2026
Q1 		$4.54K Buy
143
+25
+21% +$850 ﹤0.01% 2344
2025
Q4 		$3.87K Sell
118
-7
-6% -$240 ﹤0.01% 2446
2025
Q3 		$4.54K Buy
125
+1
+0.8% +$35 ﹤0.01% 2229
2025
Q2 		$3.8K Buy
124
+69
+125% +$1.95K ﹤0.01% 2147
2025
Q1 		$1.56K Buy
+55
New +$1.47K ﹤0.01% 2355

Other funds holding SNN

River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LMR Partners
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

BFC Planning, Inc. increased its Smith & Nephew (SNN) stake by 93% in Q2 2026, buying an estimated $4.13K and bringing the position to 276 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

BFC Planning, Inc. first reported a position in SNN in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • BFC Planning, Inc. held 276 shares of Smith & Nephew worth $7.95K as of Q2 2026.
  • BFC Planning, Inc. bought 133 Smith & Nephew shares in Q2 2026, an estimated $4.13K.
  • Smith & Nephew made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2481 holding.
  • BFC Planning, Inc. first reported a position in Smith & Nephew in Q1 2025 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

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