BFC Planning, Inc.’s ZenaTech Inc ZENA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$5	–	3529
2026 Q1	$5	Buy	+2	New	+$6	﹤0.01%	3024

Other funds holding ZENA

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

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

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

BFC Planning, Inc. sold out of ZenaTech Inc (ZENA) in Q2 2026, closing a stake of 2 shares — an estimated $5 sold.

BFC Planning, Inc. first reported a position in ZENA in Q1 2026 and held it in 1 quarter. The position peaked at $5 in Q1 2026. 69 funds tracked by Wall St. Rank hold ZENA as of Q2 2026.

BFC Planning, Inc. reported no remaining ZenaTech Inc position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 2 ZenaTech Inc shares in Q2 2026, an estimated $5.
BFC Planning, Inc. first reported a position in ZenaTech Inc in Q1 2026 and held it in 1 quarter.
BFC Planning, Inc.'s ZenaTech Inc position peaked at $5 in Q1 2026.
69 funds tracked by Wall St. Rank held ZenaTech Inc as of Q2 2026.

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