PlanVest Financial’s Ford F Stock Holding History

PlanVest Financial’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.4K	Sell	3,196 -193	-6%	-$2.6K	0.03%	238
2026 Q1	$39.1K	Buy	+3,389	New	+$44.6K	0.03%	238

Other funds holding F

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's F Position: Q2 2026 in Review

PlanVest Financial reduced its Ford (F) stake by 5.7% in Q2 2026, selling an estimated $2.6K and leaving 3,196 shares worth $44.4K. The position accounts for 0.03% of the portfolio, ranked #238.

PlanVest Financial first reported a position in F in Q1 2026 and has held it in 2 quarters since. 1,691 funds tracked by Wall St. Rank hold F as of Q2 2026.

PlanVest Financial held 3,196 shares of Ford worth $44.4K as of Q2 2026.
PlanVest Financial sold 193 Ford shares in Q2 2026, an estimated $2.6K.
Ford made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #238 holding.
PlanVest Financial first reported a position in Ford in Q1 2026 and has held it in 2 quarters since.
1,691 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.