Creative Planning
BARK icon

Creative Planning’s BARK BARK Stock Holding History

Creative Planning’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,324
Closed -$48.7K – 3490
2024
Q4 		$48.7K Buy
+1,324
New +$46.4K ﹤0.01% 3252
2023
Q4 		– Sell
-2,515
Closed -$60.4K – 2780
2023
Q3 		$60.4K Buy
2,515
+365
+17% +$10.1K ﹤0.01% 2458
2023
Q2 		$57.2K Buy
+2,150
New +$51.8K ﹤0.01% 2425
2023
Q1 		– Sell
-1,000
Closed -$29.8K – 2661
2022
Q4 		$29.8K Buy
+1,000
New +$33.3K ﹤0.01% 2291
2021
Q2 		– Sell
-1,450
Closed -$322K – 2115
2021
Q1 		$322K Buy
+1,450
New +$383K ﹤0.01% 1751

Other funds holding BARK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BARK Position: Q1 2025 in Review

Creative Planning sold out of BARK (BARK) in Q1 2025, closing a stake of 1,324 shares — an estimated $48.7K sold.

Creative Planning first reported a position in BARK in Q1 2021 and held it in 5 quarters. The position peaked at $322K in Q1 2021. 115 funds tracked by Wall St. Rank hold BARK as of Q1 2025.

  • Creative Planning reported no remaining BARK position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 1,324 BARK shares in Q1 2025, an estimated $48.7K.
  • Creative Planning first reported a position in BARK in Q1 2021 and held it in 5 quarters.
  • Creative Planning's BARK position peaked at $322K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held BARK as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.