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
2020
Q3 		– Sell
-1,000
Closed -$4K – 2161
2020
Q2 		$4K Buy
+1,000
New +$10.3K ﹤0.01% 1917

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.