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BFC Planning, Inc.’s Unifirst Corp UNF Stock Holding History

BFC Planning, Inc.’s Portfolio UNF Stock Details UNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$501 Sell
2
-3
-60% -$839 ﹤0.01% 3286
2026
Q2 		$1.32K Hold
5
– – ﹤0.01% 3088
2026
Q1 		$1.26K Hold
5
– – ﹤0.01% 2700
2025
Q4 		$965 Hold
5
– – ﹤0.01% 2803
2025
Q3 		$836 Hold
5
– – ﹤0.01% 2660
2025
Q2 		$941 Buy
+5
New +$907 ﹤0.01% 2464

Other funds holding UNF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Westchester Capital Management (New York)
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BFC Planning, Inc.'s UNF Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Unifirst Corp (UNF) stake by 60% in Q3 2026, selling an estimated $839 and leaving 2 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

BFC Planning, Inc. first reported a position in UNF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.32K in Q2 2026. 248 funds tracked by Wall St. Rank hold UNF as of Q3 2026.

  • BFC Planning, Inc. held 2 shares of Unifirst Corp worth $501 as of Q3 2026.
  • BFC Planning, Inc. sold 3 Unifirst Corp shares in Q3 2026, an estimated $839.
  • Unifirst Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3286 holding.
  • BFC Planning, Inc. first reported a position in Unifirst Corp in Q2 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Unifirst Corp position peaked at $1.32K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.