BFC Planning, Inc.’s Westlake Corp WLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$949	Hold	13	–	–	﹤0.01%	3160
2026 Q1	$1.52K	Hold	13	–	–	﹤0.01%	2667
2025 Q4	$961	Hold	13	–	–	﹤0.01%	2805
2025 Q3	$1K	Buy	+13	New	+$1.08K	﹤0.01%	2627

Other funds holding WLK

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

BFC Planning, Inc. held its Westlake Corp (WLK) position steady in Q2 2026 at 13 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

BFC Planning, Inc. first reported a position in WLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.52K in Q1 2026. 363 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

BFC Planning, Inc. held 13 shares of Westlake Corp worth $949 as of Q2 2026.
BFC Planning, Inc. left its Westlake Corp share count unchanged in Q2 2026.
Westlake Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3160 holding.
BFC Planning, Inc. first reported a position in Westlake Corp in Q3 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Westlake Corp position peaked at $1.52K in Q1 2026.
363 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

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