Creative Planning’s Boyd Group Services BGSI Stock Holding History

Creative Planning’s Portfolio BGSI Stock Details BGSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$931K	Buy	+9,840	New	+$1.08M	﹤0.01%	2699

Other funds holding BGSI

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return

Creative Planning's BGSI Position: Q2 2026 in Review

Creative Planning opened a new position in Boyd Group Services (BGSI) in Q2 2026: 9,840 shares worth $931K. The stake represents ﹤0.01% of the portfolio and ranks #2699 among its holdings.

112 funds tracked by Wall St. Rank hold BGSI as of Q2 2026.

Creative Planning held 9,840 shares of Boyd Group Services worth $931K as of Q2 2026.
Boyd Group Services was a new Creative Planning position in Q2 2026.
Boyd Group Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2699 holding.
112 funds tracked by Wall St. Rank held Boyd Group Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.