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BFC Planning, Inc.’s Zurn Elkay Water Solutions ZWS Stock Holding History

BFC Planning, Inc.’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38K Sell
47
-100
-68% -$4.89K ﹤0.01% 2946
2026
Q1 		$6.59K Buy
147
+100
+213% +$4.78K ﹤0.01% 2203
2025
Q4 		$2.18K Hold
47
– – ﹤0.01% 2607
2025
Q3 		$2.21K Sell
47
-17
-27% -$734 ﹤0.01% 2449
2025
Q2 		$2.34K Hold
64
– – ﹤0.01% 2267
2025
Q1 		$2.11K Hold
64
– – ﹤0.01% 2293
2024
Q4 		$2.39K Buy
+64
New +$2.44K ﹤0.01% 2241

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM

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

BFC Planning, Inc. reduced its Zurn Elkay Water Solutions (ZWS) stake by 68% in Q2 2026, selling an estimated $4.89K and leaving 47 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

BFC Planning, Inc. first reported a position in ZWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.59K in Q1 2026. 438 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • BFC Planning, Inc. held 47 shares of Zurn Elkay Water Solutions worth $2.38K as of Q2 2026.
  • BFC Planning, Inc. sold 100 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $4.89K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2946 holding.
  • BFC Planning, Inc. first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Zurn Elkay Water Solutions position peaked at $6.59K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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