BPI
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BFC Planning, Inc.’s Viking Holdings VIK Stock Holding History

BFC Planning, Inc.’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.4K Buy
615
+470
+324% +$40.7K ﹤0.01% 1432
2026
Q1 		$10.7K Buy
145
+60
+71% +$4.38K ﹤0.01% 2018
2025
Q4 		$6.07K Sell
85
-18
-17% -$1.15K ﹤0.01% 2278
2025
Q3 		$6.4K Buy
+103
New +$6.14K ﹤0.01% 2100

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BFC Planning, Inc. increased its Viking Holdings (VIK) stake by 324% in Q2 2026, buying an estimated $40.7K and bringing the position to 615 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

BFC Planning, Inc. first reported a position in VIK in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • BFC Planning, Inc. held 615 shares of Viking Holdings worth $64.4K as of Q2 2026.
  • BFC Planning, Inc. bought 470 Viking Holdings shares in Q2 2026, an estimated $40.7K.
  • Viking Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1432 holding.
  • BFC Planning, Inc. first reported a position in Viking Holdings in Q3 2025 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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