BFC Planning, Inc.’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$568K Buy
3,351
+2,540
+313% +$392K 0.02% 570
2026
Q1
$103K Hold
811
– – ﹤0.01% 1094
2025
Q4
$105K Sell
811
-146
-15% -$17.5K ﹤0.01% 1092
2025
Q3
$111K Buy
957
+163
+21% +$18.2K 0.01% 884
2025
Q2
$84.4K Buy
794
+410
+107% +$37.9K 0.01% 953
2025
Q1
$34.4K Hold
384
– – ﹤0.01% 1248
2024
Q4
$37.7K Buy
+384
New +$36.4K ﹤0.01% 1224

Other funds holding STT

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

BFC Planning, Inc. increased its State Street (STT) stake by 313% in Q2 2026, buying an estimated $392K and bringing the position to 3,351 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #570.

BFC Planning, Inc. first reported a position in STT in Q4 2024 and has held it in 7 quarters since. 1,265 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • BFC Planning, Inc. held 3,351 shares of State Street worth $568K as of Q2 2026.
  • BFC Planning, Inc. bought 2,540 State Street shares in Q2 2026, an estimated $392K.
  • State Street made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #570 holding.
  • BFC Planning, Inc. first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
  • 1,265 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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