BPI
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BFC Planning, Inc.’s Unity U Stock Holding History

BFC Planning, Inc.’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.3K Buy
745
+90
+14% +$2.39K ﹤0.01% 1985
2026
Q1 		$14.4K Hold
655
– – ﹤0.01% 1858
2025
Q4 		$28.9K Sell
655
-345
-35% -$14.1K ﹤0.01% 1585
2025
Q3 		$40K Hold
1,000
– – ﹤0.01% 1276
2025
Q2 		$24.2K Buy
+1,000
New +$22K ﹤0.01% 1413

Other funds holding U

Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SC US (TTGP)
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Slate Path Capital
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Atreides Management
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

BFC Planning, Inc. increased its Unity (U) stake by 14% in Q2 2026, buying an estimated $2.39K and bringing the position to 745 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

BFC Planning, Inc. first reported a position in U in Q2 2025 and has held it in 5 quarters since. The position peaked at $40K in Q3 2025. 567 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • BFC Planning, Inc. held 745 shares of Unity worth $21.3K as of Q2 2026.
  • BFC Planning, Inc. bought 90 Unity shares in Q2 2026, an estimated $2.39K.
  • Unity made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1985 holding.
  • BFC Planning, Inc. first reported a position in Unity in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Unity position peaked at $40K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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