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BFC Planning, Inc.’s Trade Desk TTD Stock Holding History

BFC Planning, Inc.’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34K Sell
1,882
-2,318
-55% -$49.2K ﹤0.01% 1754
2026
Q1 		$95.3K Sell
4,200
-521
-11% -$15K ﹤0.01% 1123
2025
Q4 		$179K Sell
4,721
-1,298
-22% -$57.5K 0.01% 904
2025
Q3 		$295K Sell
6,019
-258
-4% -$16.4K 0.02% 536
2025
Q2 		$452K Buy
6,277
+1,611
+35% +$103K 0.04% 386
2025
Q1 		$255K Buy
4,666
+1,408
+43% +$127K 0.02% 525
2024
Q4 		$383K Buy
+3,258
New +$403K 0.03% 414

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

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

BFC Planning, Inc. reduced its Trade Desk (TTD) stake by 55% in Q2 2026, selling an estimated $49.2K and leaving 1,882 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

BFC Planning, Inc. first reported a position in TTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q2 2025. 692 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • BFC Planning, Inc. held 1,882 shares of Trade Desk worth $34K as of Q2 2026.
  • BFC Planning, Inc. sold 2,318 Trade Desk shares in Q2 2026, an estimated $49.2K.
  • Trade Desk made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1754 holding.
  • BFC Planning, Inc. first reported a position in Trade Desk in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Trade Desk position peaked at $452K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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