BFC Planning, Inc.’s Scully Royalty SRL Stock Holding History

BFC Planning, Inc.’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-304	Closed	-$2.38K	–	3508
2026 Q1	$2.38K	Hold	304	–	–	﹤0.01%	2551
2025 Q4	$2.6K	Hold	304	–	–	﹤0.01%	2563
2025 Q3	$1.82K	Hold	304	–	–	﹤0.01%	2504
2025 Q2	$1.76K	Hold	304	–	–	﹤0.01%	2333
2025 Q1	$2.46K	Hold	304	–	–	﹤0.01%	2251
2024 Q4	$2.81K	Buy	+304	New	+$2.31K	﹤0.01%	2197

Other funds holding SRL

MILFAM LLC Stuart, Florida $145M AUM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Scully Royalty (SRL) in Q2 2026, closing a stake of 304 shares — an estimated $2.38K sold.

BFC Planning, Inc. first reported a position in SRL in Q4 2024 and held it in 6 quarters. The position peaked at $2.81K in Q4 2024. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

BFC Planning, Inc. reported no remaining Scully Royalty position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 304 Scully Royalty shares in Q2 2026, an estimated $2.38K.
BFC Planning, Inc. first reported a position in Scully Royalty in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s Scully Royalty position peaked at $2.81K in Q4 2024.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

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