BFC Planning, Inc. has recently filed its 13F-HR report, detailing its investment holdings as of June 30, 2026. The report shows that the company manages approximately $2.46 billion in assets. This filing is significant as it provides insights into BFC Planning's investment strategies and market positions.

As a company based in Cedar Rapids, Iowa, BFC Planning, Inc. operates within the financial services sector. The firm focuses on investment management, providing services to institutional clients and individual investors. The latest filing, dated October 29, 2026, includes a comprehensive overview of the company's holdings and investment discretion.

What the Filing Says

The filing reveals that BFC Planning holds investments in a variety of companies, including notable names such as 3M Co. and Abbott Laboratories. The total number of entries in the report is 3,424, with a total value of $2,458,784,286. This indicates a diversified portfolio that may be strategically aligned with current market trends.

Impact

The release of this filing could impact various stakeholders, including investors, competitors, and analysts. Investors may look to BFC Planning's holdings as indicators of market confidence and potential investment opportunities. Competitors in the financial services industry may analyze these holdings to gauge BFC Planning's strategies and positioning within the market.

What's Next

The filing does not specify what actions BFC Planning, Inc. will take next regarding its investment strategy or any upcoming filings.