Creative Planning
BAND

Creative Planning’s Bandwidth Inc BAND Stock Holding History

Creative Planning’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,295
Closed -$159K – 4101
2025
Q4 		$159K Sell
10,295
-2,557
-20% -$38.8K ﹤0.01% 3622
2025
Q3 		$214K Sell
12,852
-18,342
-59% -$283K ﹤0.01% 3422
2025
Q2 		$496K Buy
31,194
+531
+2% +$7.22K ﹤0.01% 2481
2025
Q1 		$402K Buy
30,663
+19,588
+177% +$320K ﹤0.01% 2497
2024
Q4 		$188K Buy
+11,075
New +$208K ﹤0.01% 2989
2023
Q4 		– Sell
-10,071
Closed -$114K – 2779
2023
Q3 		$114K Hold
10,071
– – ﹤0.01% 2374
2023
Q2 		$138K Buy
+10,071
New +$127K ﹤0.01% 2293
2022
Q4 		– Sell
-20,071
Closed -$239K – 2498
2022
Q3 		$239K Buy
20,071
+10,009
+99% +$164K ﹤0.01% 1788
2022
Q2 		$189K Buy
+10,062
New +$232K ﹤0.01% 1893

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Creative Planning's BAND Position: Q1 2026 in Review

Creative Planning sold out of Bandwidth Inc (BAND) in Q1 2026, closing a stake of 10,295 shares — an estimated $159K sold.

Creative Planning first reported a position in BAND in Q2 2022 and held it in 9 quarters. The position peaked at $496K in Q2 2025. 155 funds tracked by Wall St. Rank hold BAND as of Q1 2026.

  • Creative Planning reported no remaining Bandwidth Inc position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 10,295 Bandwidth Inc shares in Q1 2026, an estimated $159K.
  • Creative Planning first reported a position in Bandwidth Inc in Q2 2022 and held it in 9 quarters.
  • Creative Planning's Bandwidth Inc position peaked at $496K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Bandwidth Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.