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BFC Planning, Inc.’s Trilogy Metals TMQ Stock Holding History

BFC Planning, Inc.’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,000
Closed -$7.02K – 3609
2026
Q2 		$7.02K Hold
2,000
– – ﹤0.01% 2536
2026
Q1 		$7.18K Hold
2,000
– – ﹤0.01% 2166
2025
Q4 		$8.62K Buy
+2,000
New +$9.42K ﹤0.01% 2134

Other funds holding TMQ

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Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Goehring & Rozencwajg Associates
Goehring & Rozencwajg Associates New York $1.88B AUM 25.57% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BFC Planning, Inc.'s TMQ Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Trilogy Metals (TMQ) in Q3 2026, closing a stake of 2,000 shares — an estimated $7.02K sold.

BFC Planning, Inc. first reported a position in TMQ in Q4 2025 and held it in 3 quarters. The position peaked at $8.62K in Q4 2025. 106 funds tracked by Wall St. Rank hold TMQ as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Trilogy Metals position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 2,000 Trilogy Metals shares in Q3 2026, an estimated $7.02K.
  • BFC Planning, Inc. first reported a position in Trilogy Metals in Q4 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s Trilogy Metals position peaked at $8.62K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Trilogy Metals as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.