CFFP
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Center for Financial Planning’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Center for Financial Planning’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156 Hold
17
– – ﹤0.01% 639
2026
Q1 		$129 Hold
17
– – ﹤0.01% 633
2025
Q4 		$140 Buy
+17
New +$130 ﹤0.01% 674

Other funds holding STHO

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Center for Financial Planning's STHO Position: Q2 2026 in Review

Center for Financial Planning held its Star Holdings Shares of Beneficial Interest (STHO) position steady in Q2 2026 at 17 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Center for Financial Planning first reported a position in STHO in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold STHO as of Q2 2026.

  • Center for Financial Planning held 17 shares of Star Holdings Shares of Beneficial Interest worth $156 as of Q2 2026.
  • Center for Financial Planning left its Star Holdings Shares of Beneficial Interest share count unchanged in Q2 2026.
  • Star Holdings Shares of Beneficial Interest made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #639 holding.
  • Center for Financial Planning first reported a position in Star Holdings Shares of Beneficial Interest in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.