Creative Planning
CMBT

Creative Planning’s CMB.TECH NV CMBT Stock Holding History

Creative Planning’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Sell
13,645
-1,628
-11% -$23.5K ﹤0.01% 3886
2026
Q1 		$193K Sell
15,273
-2,791
-15% -$35K ﹤0.01% 3751
2025
Q4 		$174K Buy
18,064
+1,749
+11% +$17K ﹤0.01% 3597
2025
Q3 		$153K Buy
+16,315
New +$149K ﹤0.01% 3575

Other funds holding CMBT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's CMBT Position: Q2 2026 in Review

Creative Planning reduced its CMB.TECH NV (CMBT) stake by 11% in Q2 2026, selling an estimated $23.5K and leaving 13,645 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Creative Planning first reported a position in CMBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $193K in Q1 2026. 167 funds tracked by Wall St. Rank hold CMBT as of Q2 2026.

  • Creative Planning held 13,645 shares of CMB.TECH NV worth $191K as of Q2 2026.
  • Creative Planning sold 1,628 CMB.TECH NV shares in Q2 2026, an estimated $23.5K.
  • CMB.TECH NV made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3886 holding.
  • Creative Planning first reported a position in CMB.TECH NV in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's CMB.TECH NV position peaked at $193K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2026.

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