Creative Planning
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Creative Planning’s Caribou Biosciences CRBU Stock Holding History

Creative Planning’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.9K Buy
25,500
+9,000
+55% +$17.8K ﹤0.01% 4129
2026
Q1 		$31.4K Sell
16,500
-2,000
-11% -$3.43K ﹤0.01% 4022
2025
Q4 		$29.4K Sell
18,500
-422
-2% -$886 ﹤0.01% 3833
2025
Q3 		$44.1K Sell
18,922
-1,249
-6% -$2.36K ﹤0.01% 3772
2025
Q2 		$25.4K Buy
+20,171
New +$19.8K ﹤0.01% 3580

Other funds holding CRBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CRBU Position: Q2 2026 in Review

Creative Planning increased its Caribou Biosciences (CRBU) stake by 55% in Q2 2026, buying an estimated $17.8K and bringing the position to 25,500 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Creative Planning first reported a position in CRBU in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Creative Planning held 25,500 shares of Caribou Biosciences worth $44.9K as of Q2 2026.
  • Creative Planning bought 9,000 Caribou Biosciences shares in Q2 2026, an estimated $17.8K.
  • Caribou Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4129 holding.
  • Creative Planning first reported a position in Caribou Biosciences in Q2 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

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