BPI
TREX icon

BFC Planning, Inc.’s Trex TREX Stock Holding History

BFC Planning, Inc.’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Buy
372
+48
+15% +$1.99K ﹤0.01% 2042
2026
Q1 		$11.8K Sell
324
-15
-4% -$603 ﹤0.01% 1968
2025
Q4 		$11.9K Hold
339
– – ﹤0.01% 1989
2025
Q3 		$17.5K Hold
339
– – ﹤0.01% 1640
2025
Q2 		$18.4K Buy
339
+15
+5% +$850 ﹤0.01% 1529
2025
Q1 		$18.8K Buy
324
+124
+62% +$8.06K ﹤0.01% 1487
2024
Q4 		$13.8K Buy
+200
New +$14.1K ﹤0.01% 1626

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BFC Planning, Inc. increased its Trex (TREX) stake by 15% in Q2 2026, buying an estimated $1.99K and bringing the position to 372 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

BFC Planning, Inc. first reported a position in TREX in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.8K in Q1 2025. 476 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • BFC Planning, Inc. held 372 shares of Trex worth $18.6K as of Q2 2026.
  • BFC Planning, Inc. bought 48 Trex shares in Q2 2026, an estimated $1.99K.
  • Trex made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2042 holding.
  • BFC Planning, Inc. first reported a position in Trex in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Trex position peaked at $18.8K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held Trex as of Q2 2026.

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