Creative Planning’s Black Diamond Therapeutics BDTX Stock Holding History

Creative Planning’s Portfolio BDTX Stock Details BDTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.4K	Buy	+11,329	New	+$22.2K	﹤0.01%	4261

Other funds holding BDTX

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Creative Planning's BDTX Position: Q3 2026 in Review

Creative Planning opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 11,329 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #4261 among its holdings.

25 funds tracked by Wall St. Rank hold BDTX as of Q3 2026.

Creative Planning held 11,329 shares of Black Diamond Therapeutics worth $21.4K as of Q3 2026.
Black Diamond Therapeutics was a new Creative Planning position in Q3 2026.
Black Diamond Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4261 holding.
25 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.