Creative Planning
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Creative Planning’s BP BP Stock Holding History

Creative Planning’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$1K – 2013
2019
Q3 		$1K Sell
2,000
-34
-2% -$1.3K ﹤0.01% 1964
2019
Q2 		$1K Hold
2,034
– – ﹤0.01% 1987
2019
Q1 		$1K Buy
+2,034
New +$83.4K ﹤0.01% 1950
2018
Q4 		– Sell
-2,095
Closed -$1K – 1963
2018
Q3 		$1K Sell
2,095
-30
-1% -$1.25K ﹤0.01% 2050
2018
Q2 		$3K Sell
2,125
-27
-1% -$1.13K ﹤0.01% 1989
2018
Q1 		$4K Buy
+2,152
New +$81.1K ﹤0.01% 1963
2016
Q1 		– Sell
-29,475
Closed -$7K – 4334
2015
Q4 		$7K Buy
+29,475
New +$838K ﹤0.01% 3487

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's BP Position: Q1 2026 in Review

Creative Planning increased its BP (BP) stake by 4.2% in Q1 2026, buying an estimated $527K and bringing the position to 333,060 shares worth $15.7M. The position accounts for 0.01% of the portfolio, ranked #523.

Creative Planning first reported a position in BP in Q2 2013 and has held it in 52 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Creative Planning held 333,060 shares of BP worth $15.7M as of Q1 2026.
  • Creative Planning bought 13,439 BP shares in Q1 2026, an estimated $527K.
  • BP made up 0.01% of Creative Planning's portfolio in Q1 2026, its #523 holding.
  • Creative Planning first reported a position in BP in Q2 2013 and has held it in 52 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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