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BFC Planning, Inc.’s US Physical Therapy USPH Stock Holding History

BFC Planning, Inc.’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$1.65K – 3517
2026
Q1 		$1.65K Buy
22
+12
+120% +$983 ﹤0.01% 2647
2025
Q4 		$781 Hold
10
– – ﹤0.01% 2849
2025
Q3 		$850 Sell
10
-20
-67% -$1.6K ﹤0.01% 2655
2025
Q2 		$2.35K Buy
30
+20
+200% +$1.47K ﹤0.01% 2266
2025
Q1 		$724 Hold
10
– – ﹤0.01% 2485
2024
Q4 		$887 Buy
+10
New +$891 ﹤0.01% 2418

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Copeland Capital Management
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State Street
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Morgan Stanley
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Vanguard Capital Management
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Neuberger Berman Group
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American Century Companies
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Southernsun Asset Management
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BFC Planning, Inc.'s USPH Position: Q2 2026 in Review

BFC Planning, Inc. sold out of US Physical Therapy (USPH) in Q2 2026, closing a stake of 22 shares — an estimated $1.65K sold.

BFC Planning, Inc. first reported a position in USPH in Q4 2024 and held it in 6 quarters. The position peaked at $2.35K in Q2 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • BFC Planning, Inc. reported no remaining US Physical Therapy position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 22 US Physical Therapy shares in Q2 2026, an estimated $1.65K.
  • BFC Planning, Inc. first reported a position in US Physical Therapy in Q4 2024 and held it in 6 quarters.
  • BFC Planning, Inc.'s US Physical Therapy position peaked at $2.35K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

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