Personal CFO Solutions’s Booz Allen Hamilton BAH Stock Holding History

Personal CFO Solutions’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$216K	Buy	+3,117	New	+$224K	0.03%	448
2025 Q2	–	Sell	-2,739	Closed	-$286K	–	485
2025 Q1	$286K	Buy	2,739 +92	+3%	+$11.1K	0.06%	328
2024 Q4	$341K	Sell	2,647 -715	-21%	-$111K	0.07%	282
2024 Q3	$547K	Sell	3,362 -54	-2%	-$8.27K	0.08%	244
2024 Q2	$526K	Sell	3,416 -91	-3%	-$13.6K	0.08%	240
2024 Q1	$521K	Buy	3,507 +1,357	+63%	+$191K	0.08%	239
2023 Q4	$275K	Buy	2,150 +221	+11%	+$27.6K	0.05%	394
2023 Q3	$211K	Buy	1,929 +3	+0.2%	+$345	0.04%	427
2023 Q2	$215K	Buy	+1,926	New	+$190K	0.04%	427
2021 Q1	–	Sell	-3,364	Closed	-$293K	–	410
2020 Q4	$293K	Buy	3,364 +59	+2%	+$5.02K	0.07%	249
2020 Q3	$0	Sell	3,305 -73	-2%	-$5.98K	﹤0.01%	154
2020 Q2	$263K	Buy	+3,378	New	+$255K	0.08%	230

Other funds holding BAH

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return

Personal CFO Solutions's BAH Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in Booz Allen Hamilton (BAH) in Q3 2026: 3,117 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #448 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in BAH as recently as Q1 2025.

Personal CFO Solutions first reported a position in BAH in Q2 2020 and has held it in 12 quarters since. The position peaked at $547K in Q3 2024. 318 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

Personal CFO Solutions held 3,117 shares of Booz Allen Hamilton worth $216K as of Q3 2026.
Booz Allen Hamilton was a new Personal CFO Solutions position in Q3 2026.
Booz Allen Hamilton made up 0.03% of Personal CFO Solutions's portfolio in Q3 2026, its #448 holding.
Personal CFO Solutions first reported a position in Booz Allen Hamilton in Q2 2020 and has held it in 12 quarters since.
Personal CFO Solutions's Booz Allen Hamilton position peaked at $547K in Q3 2024.
318 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.