Creative Planning
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Creative Planning’s Boise Cascade BCC Stock Holding History

Creative Planning’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.16M Buy
41,712
+7,718
+23% +$618K ﹤0.01% 1533
2025
Q4 		$2.5M Buy
33,994
+25,342
+293% +$1.85M ﹤0.01% 1538
2025
Q3 		$669K Buy
8,652
+674
+8% +$57.7K ﹤0.01% 2469
2025
Q2 		$693K Sell
7,978
-10,404
-57% -$943K ﹤0.01% 2169
2025
Q1 		$1.8M Buy
18,382
+9,603
+109% +$1.09M ﹤0.01% 1252
2024
Q4 		$1.04M Buy
8,779
+183
+2% +$25.3K ﹤0.01% 1613
2024
Q3 		$1.21M Buy
8,596
+1,302
+18% +$170K ﹤0.01% 1378
2024
Q2 		$870K Buy
7,294
+1,576
+28% +$214K ﹤0.01% 1515
2024
Q1 		$877K Sell
5,718
-209
-4% -$28.2K ﹤0.01% 1415
2023
Q4 		$767K Buy
5,927
+2,231
+60% +$239K ﹤0.01% 1406
2023
Q3 		$381K Sell
3,696
-231
-6% -$23.8K ﹤0.01% 1757
2023
Q2 		$355K Buy
+3,927
New +$287K ﹤0.01% 1780
2023
Q1 		– Sell
-3,215
Closed -$221K – 2662
2022
Q4 		$221K Buy
+3,215
New +$219K ﹤0.01% 1957
2017
Q1 		– Sell
-600
Closed -$14K – 4648
2016
Q4 		$14K Buy
600
+280
+88% +$6.25K ﹤0.01% 3300
2016
Q3 		$8K Buy
320
+20
+7% +$514 ﹤0.01% 3628
2016
Q2 		$7K Hold
300
– – ﹤0.01% 3445
2016
Q1 		$6K Buy
300
+200
+200% +$3.77K ﹤0.01% 3476
2015
Q4 		$3K Sell
100
-33
-25% -$942 ﹤0.01% 3883
2015
Q3 		$3K Buy
+133
New +$4.24K ﹤0.01% 3800
2015
Q2 		– Sell
-100
Closed -$4K – 1271
2015
Q1 		$4K Hold
100
– – ﹤0.01% 3608
2014
Q4 		$4K Buy
+100
New +$3.44K ﹤0.01% 3572

Other funds holding BCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Creative Planning's BCC Position: Q1 2026 in Review

Creative Planning increased its Boise Cascade (BCC) stake by 23% in Q1 2026, buying an estimated $618K and bringing the position to 41,712 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Creative Planning first reported a position in BCC in Q4 2014 and has held it in 21 quarters since. 321 funds tracked by Wall St. Rank hold BCC as of Q1 2026.

  • Creative Planning held 41,712 shares of Boise Cascade worth $3.16M as of Q1 2026.
  • Creative Planning bought 7,718 Boise Cascade shares in Q1 2026, an estimated $618K.
  • Boise Cascade made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1533 holding.
  • Creative Planning first reported a position in Boise Cascade in Q4 2014 and has held it in 21 quarters since.
  • 321 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2026.

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