BFC Planning, Inc.’s Tejon Ranch TRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-87,750	Closed	-$1.65M	–	3513
2026 Q1	$1.65M	Buy	+87,750	New	+$1.51M	0.07%	259

Other funds holding TRC

TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Tejon Ranch (TRC) in Q2 2026, closing a stake of 87,750 shares — an estimated $1.65M sold.

BFC Planning, Inc. first reported a position in TRC in Q1 2026 and held it in 1 quarter. The position peaked at $1.65M in Q1 2026. 125 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

BFC Planning, Inc. reported no remaining Tejon Ranch position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 87,750 Tejon Ranch shares in Q2 2026, an estimated $1.65M.
BFC Planning, Inc. first reported a position in Tejon Ranch in Q1 2026 and held it in 1 quarter.
BFC Planning, Inc.'s Tejon Ranch position peaked at $1.65M in Q1 2026.
125 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

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