BFC Planning, Inc.’s XPO XPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.3K	Buy	123 +2	+2%	+$423	﹤0.01%	1900
2026 Q1	$23.5K	Buy	121 +2	+2%	+$358	﹤0.01%	1640
2025 Q4	$16.2K	Buy	119 +24	+25%	+$3.27K	﹤0.01%	1838
2025 Q3	$12.3K	Buy	95 +9	+10%	+$1.17K	﹤0.01%	1812
2025 Q2	$10.9K	Hold	86	–	–	﹤0.01%	1765
2025 Q1	$9.25K	Hold	86	–	–	﹤0.01%	1797
2024 Q4	$11.3K	Buy	+86	New	+$11.6K	﹤0.01%	1717

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BFC Planning, Inc. increased its XPO (XPO) stake by 1.7% in Q2 2026, buying an estimated $423 and bringing the position to 123 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

BFC Planning, Inc. first reported a position in XPO in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

BFC Planning, Inc. held 123 shares of XPO worth $25.3K as of Q2 2026.
BFC Planning, Inc. bought 2 XPO shares in Q2 2026, an estimated $423.
XPO made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1900 holding.
BFC Planning, Inc. first reported a position in XPO in Q4 2024 and has held it in 7 quarters since.
757 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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