Creative Planning
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Creative Planning’s Banzai International BNZI Stock Holding History

Creative Planning’s Portfolio BNZI Stock Details BNZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.64K Buy
+507
New +$12.2K ﹤0.01% 4076

Other funds holding BNZI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BNZI Position: Q1 2026 in Review

Creative Planning opened a new position in Banzai International (BNZI) in Q1 2026: 507 shares worth $9.64K. The stake represents ﹤0.01% of the portfolio and ranks #4076 among its holdings.

16 funds tracked by Wall St. Rank hold BNZI as of Q1 2026.

  • Creative Planning held 507 shares of Banzai International worth $9.64K as of Q1 2026.
  • Banzai International was a new Creative Planning position in Q1 2026.
  • Banzai International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4076 holding.
  • 16 funds tracked by Wall St. Rank held Banzai International as of Q1 2026.

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