Planning Strategies Inc.’s SFL Corp SFL Stock Holding History

Planning Strategies Inc.’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4K	Buy	+2,000	New	+$22.7K	0.01%	244

Other funds holding SFL

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Planning Strategies Inc.'s SFL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SFL Corp (SFL) in Q2 2026: 2,000 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings.

46 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

Planning Strategies Inc. held 2,000 shares of SFL Corp worth $20.4K as of Q2 2026.
SFL Corp was a new Planning Strategies Inc. position in Q2 2026.
SFL Corp made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #244 holding.
46 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.