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BFC Planning, Inc.’s Worthington Enterprises WOR Stock Holding History

BFC Planning, Inc.’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3
Closed -$161 – 3625
2026
Q2 		$161 Buy
+3
New +$167 ﹤0.01% 3332

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Worthington Enterprises (WOR) in Q3 2026, closing a stake of 3 shares — an estimated $161 sold.

BFC Planning, Inc. first reported a position in WOR in Q2 2026 and held it in 1 quarter. The position peaked at $161 in Q2 2026. 252 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Worthington Enterprises position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 3 Worthington Enterprises shares in Q3 2026, an estimated $161.
  • BFC Planning, Inc. first reported a position in Worthington Enterprises in Q2 2026 and held it in 1 quarter.
  • BFC Planning, Inc.'s Worthington Enterprises position peaked at $161 in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

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