BFC Planning, Inc.’s UL Solutions ULS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65K	Hold	26	–	–	﹤0.01%	2913
2026 Q1	$2.23K	Hold	26	–	–	﹤0.01%	2566
2025 Q4	$2.05K	Hold	26	–	–	﹤0.01%	2628
2025 Q3	$1.84K	Sell	26 -85	-77%	-$5.79K	﹤0.01%	2499
2025 Q2	$8.09K	Buy	+111	New	+$7.27K	﹤0.01%	1901

Other funds holding ULS

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BFC Planning, Inc. held its UL Solutions (ULS) position steady in Q2 2026 at 26 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

BFC Planning, Inc. first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.09K in Q2 2025. 393 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

BFC Planning, Inc. held 26 shares of UL Solutions worth $2.65K as of Q2 2026.
BFC Planning, Inc. left its UL Solutions share count unchanged in Q2 2026.
UL Solutions made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2913 holding.
BFC Planning, Inc. first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s UL Solutions position peaked at $8.09K in Q2 2025.
393 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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