Creative Financial Designs’s Boston Beer SAM Stock Holding History

Creative Financial Designs’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.87K	Buy	+48	New	+$8.51K	﹤0.01%	1661

Other funds holding SAM

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Creative Financial Designs's SAM Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Boston Beer (SAM) in Q3 2026: 48 shares worth $7.87K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

175 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

Creative Financial Designs held 48 shares of Boston Beer worth $7.87K as of Q3 2026.
Boston Beer was a new Creative Financial Designs position in Q3 2026.
Boston Beer made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1661 holding.
175 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.