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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Creative Planning's BLMN Position: Q2 2026 in Review

Creative Planning increased its Bloomin' Brands (BLMN) stake by 67% in Q2 2026, buying an estimated $483K and bringing the position to 164,719 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Creative Planning first reported a position in BLMN in Q1 2014 and has held it in 22 quarters since. 238 funds tracked by Wall St. Rank hold BLMN as of Q2 2026.

  • Creative Planning held 164,719 shares of Bloomin' Brands worth $1.51M as of Q2 2026.
  • Creative Planning bought 66,377 Bloomin' Brands shares in Q2 2026, an estimated $483K.
  • Bloomin' Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2320 holding.
  • Creative Planning first reported a position in Bloomin' Brands in Q1 2014 and has held it in 22 quarters since.
  • 238 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2026.

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