BPI
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BFC Planning, Inc.’s Spotify SPOT Stock Holding History

BFC Planning, Inc.’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$851K Sell
1,853
-309
-14% -$147K 0.03% 446
2026
Q1 		$1.05M Sell
2,162
-340
-14% -$171K 0.05% 351
2025
Q4 		$1.45M Buy
2,502
+368
+17% +$230K 0.06% 281
2025
Q3 		$1.49M Buy
2,134
+565
+36% +$395K 0.11% 171
2025
Q2 		$1.2M Buy
1,569
+182
+13% +$117K 0.09% 195
2025
Q1 		$763K Buy
1,387
+109
+9% +$60.9K 0.07% 252
2024
Q4 		$572K Buy
+1,278
New +$547K 0.05% 303

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Spotify (SPOT) stake by 14% in Q2 2026, selling an estimated $147K and leaving 1,853 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #446.

BFC Planning, Inc. first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 1,261 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • BFC Planning, Inc. held 1,853 shares of Spotify worth $851K as of Q2 2026.
  • BFC Planning, Inc. sold 309 Spotify shares in Q2 2026, an estimated $147K.
  • Spotify made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #446 holding.
  • BFC Planning, Inc. first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Spotify position peaked at $1.49M in Q3 2025.
  • 1,261 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

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