Creative Planning
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Creative Planning’s Bloomin' Brands BLMN Stock Holding History

Creative Planning’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$531K Buy
98,342
+53,768
+121% +$344K ﹤0.01% 2989
2025
Q4 		$275K Sell
44,574
-32,105
-42% -$224K ﹤0.01% 3305
2025
Q3 		$550K Buy
76,679
+30,295
+65% +$244K ﹤0.01% 2633
2025
Q2 		$399K Buy
46,384
+10,421
+29% +$83.7K ﹤0.01% 2656
2025
Q1 		$258K Buy
35,963
+13,508
+60% +$143K ﹤0.01% 2881
2024
Q4 		$274K Buy
22,455
+9,231
+70% +$132K ﹤0.01% 2732
2024
Q3 		$219K Buy
+13,224
New +$235K ﹤0.01% 2762
2020
Q3 		– Sell
-10,385
Closed -$111K – 2162
2020
Q2 		$111K Buy
+10,385
New +$107K ﹤0.01% 1645
2017
Q3 		– Sell
-726
Closed -$15K – 2098
2017
Q2 		$15K Buy
726
+526
+263% +$10.8K ﹤0.01% 3352
2017
Q1 		$4K Sell
200
-600
-75% -$10.7K ﹤0.01% 4033
2016
Q4 		$14K Buy
800
+600
+300% +$10.9K ﹤0.01% 3303
2016
Q3 		$3K Hold
200
– – ﹤0.01% 4066
2016
Q2 		$4K Sell
200
-60,000
-100% -$1.11M ﹤0.01% 3732
2016
Q1 		$1.02M Hold
60,200
– – 0.01% 502
2015
Q4 		$1.02M Hold
60,200
– – 0.01% 501
2015
Q3 		$1.09M Buy
+60,200
New +$1.29M 0.01% 449
2015
Q2 		– Sell
-700
Closed -$17K – 1317
2015
Q1 		$17K Sell
700
-400
-36% -$9.96K ﹤0.01% 2834
2014
Q4 		$27K Buy
1,100
+900
+450% +$18.9K ﹤0.01% 2432
2014
Q3 		$4K Hold
200
– – ﹤0.01% 3373
2014
Q2 		$4K Hold
200
– – ﹤0.01% 3293
2014
Q1 		$5K Buy
+200
New +$4.74K ﹤0.01% 3061

Other funds holding BLMN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's BLMN Position: Q1 2026 in Review

Creative Planning increased its Bloomin' Brands (BLMN) stake by 121% in Q1 2026, buying an estimated $344K and bringing the position to 98,342 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Creative Planning first reported a position in BLMN in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2015. 226 funds tracked by Wall St. Rank hold BLMN as of Q1 2026.

  • Creative Planning held 98,342 shares of Bloomin' Brands worth $531K as of Q1 2026.
  • Creative Planning bought 53,768 Bloomin' Brands shares in Q1 2026, an estimated $344K.
  • Bloomin' Brands made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2989 holding.
  • Creative Planning first reported a position in Bloomin' Brands in Q1 2014 and has held it in 21 quarters since.
  • Creative Planning's Bloomin' Brands position peaked at $1.09M in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2026.

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