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BFC Planning, Inc.’s Sonos SONO Stock Holding History

BFC Planning, Inc.’s Portfolio SONO Stock Details SONO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1K Hold
155
– – ﹤0.01% 2981
2026
Q1 		$2.08K Buy
155
+55
+55% +$831 ﹤0.01% 2587
2025
Q4 		$1.76K Hold
100
– – ﹤0.01% 2668
2025
Q3 		$1.58K Hold
100
– – ﹤0.01% 2534
2025
Q2 		$1.08K Hold
100
– – ﹤0.01% 2438
2025
Q1 		$1.07K Sell
100
-15
-13% -$197 ﹤0.01% 2437
2024
Q4 		$1.73K Buy
+115
New +$1.55K ﹤0.01% 2319

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coliseum Capital Management
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Trigran Investments
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

BFC Planning, Inc. held its Sonos (SONO) position steady in Q2 2026 at 155 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

BFC Planning, Inc. first reported a position in SONO in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

  • BFC Planning, Inc. held 155 shares of Sonos worth $2.1K as of Q2 2026.
  • BFC Planning, Inc. left its Sonos share count unchanged in Q2 2026.
  • Sonos made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2981 holding.
  • BFC Planning, Inc. first reported a position in Sonos in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

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