BPI
TSLA icon

BFC Planning, Inc.’s Tesla TSLA Stock Holding History

BFC Planning, Inc.’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
25,688
-585
-2% -$233K 0.44% 44
2026
Q1 		$9.8M Sell
26,273
-1,515
-5% -$624K 0.44% 40
2025
Q4 		$12.5M Buy
27,788
+3,501
+14% +$1.55M 0.55% 28
2025
Q3 		$10.8M Sell
24,287
-731
-3% -$254K 0.78% 22
2025
Q2 		$7.95M Buy
25,018
+2,698
+12% +$813K 0.62% 26
2025
Q1 		$5.78M Sell
22,320
-1,379
-6% -$460K 0.51% 36
2024
Q4 		$9.6M Buy
+23,699
New +$7.62M 0.8% 18

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Tesla (TSLA) stake by 2.2% in Q2 2026, selling an estimated $233K and leaving 25,688 shares worth $10.8M. The position accounts for 0.44% of the portfolio, ranked #44.

BFC Planning, Inc. first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2025. 4,330 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BFC Planning, Inc. held 25,688 shares of Tesla worth $10.8M as of Q2 2026.
  • BFC Planning, Inc. sold 585 Tesla shares in Q2 2026, an estimated $233K.
  • Tesla made up 0.44% of BFC Planning, Inc.'s portfolio in Q2 2026, its #44 holding.
  • BFC Planning, Inc. first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Tesla position peaked at $12.5M in Q4 2025.
  • 4,330 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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