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BFC Planning, Inc.’s Scholar Rock SRRK Stock Holding History

BFC Planning, Inc.’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$605 Hold
11
– – ﹤0.01% 3225
2026
Q1 		$541 Sell
11
-6
-35% -$269 ﹤0.01% 2845
2025
Q4 		$749 Buy
17
+6
+55% +$225 ﹤0.01% 2852
2025
Q3 		$410 Buy
+11
New +$385 ﹤0.01% 2772

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Samsara BioCapital
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 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
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
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
Redmile Group
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

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

BFC Planning, Inc. held its Scholar Rock (SRRK) position steady in Q2 2026 at 11 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

BFC Planning, Inc. first reported a position in SRRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $749 in Q4 2025. 308 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • BFC Planning, Inc. held 11 shares of Scholar Rock worth $605 as of Q2 2026.
  • BFC Planning, Inc. left its Scholar Rock share count unchanged in Q2 2026.
  • Scholar Rock made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3225 holding.
  • BFC Planning, Inc. first reported a position in Scholar Rock in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Scholar Rock position peaked at $749 in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

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