PlanVest Financial
CMCSA icon

PlanVest Financial’s Comcast CMCSA Stock Holding History

PlanVest Financial’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.9K Hold
363
– – 0.01% 423
2026
Q2 		$8.92K Hold
363
– – 0.01% 414
2026
Q1 		$10.4K Buy
+363
New +$10.9K 0.01% 370

Other funds holding CMCSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

PlanVest Financial's CMCSA Position: Q3 2026 in Review

PlanVest Financial held its Comcast (CMCSA) position steady in Q3 2026 at 363 shares worth $7.9K. The position accounts for 0.01% of the portfolio, ranked #423.

PlanVest Financial first reported a position in CMCSA in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.4K in Q1 2026. 1,560 funds tracked by Wall St. Rank hold CMCSA as of Q3 2026.

  • PlanVest Financial held 363 shares of Comcast worth $7.9K as of Q3 2026.
  • PlanVest Financial left its Comcast share count unchanged in Q3 2026.
  • Comcast made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #423 holding.
  • PlanVest Financial first reported a position in Comcast in Q1 2026 and has held it in 3 quarters since.
  • PlanVest Financial's Comcast position peaked at $10.4K in Q1 2026.
  • 1,560 funds tracked by Wall St. Rank held Comcast as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.