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BFC Planning, Inc.’s Vera Therapeutics VERA Stock Holding History

BFC Planning, Inc.’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386 Hold
9
– – ﹤0.01% 3277
2026
Q1 		$362 Hold
9
– – ﹤0.01% 2892
2025
Q4 		$456 Hold
9
– – ﹤0.01% 2942
2025
Q3 		$262 Buy
+9
New +$208 ﹤0.01% 2806

Other funds holding VERA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Avoro Capital Advisors
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Deerfield Management
Deerfield Management New York $9.6B AUM 113.36% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sofinnova Investments
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BFC Planning, Inc. held its Vera Therapeutics (VERA) position steady in Q2 2026 at 9 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

BFC Planning, Inc. first reported a position in VERA in Q3 2025 and has held it in 4 quarters since. The position peaked at $456 in Q4 2025. 221 funds tracked by Wall St. Rank hold VERA as of Q2 2026.

  • BFC Planning, Inc. held 9 shares of Vera Therapeutics worth $386 as of Q2 2026.
  • BFC Planning, Inc. left its Vera Therapeutics share count unchanged in Q2 2026.
  • Vera Therapeutics made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3277 holding.
  • BFC Planning, Inc. first reported a position in Vera Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Vera Therapeutics position peaked at $456 in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Vera Therapeutics as of Q2 2026.

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