Creative Planning’s Dun & Bradstreet DNB Stock Holding History

Creative Planning’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-56,084	Closed	-$510K	–	3938
2025 Q2	$510K	Buy	+56,084	New	+$502K	﹤0.01%	2460
2025 Q1	–	Sell	-10,471	Closed	-$130K	–	3531
2024 Q4	$130K	Buy	+10,471	New	+$125K	﹤0.01%	3095
2023 Q4	–	Sell	-11,302	Closed	-$113K	–	2843
2023 Q3	$113K	Sell	11,302 -444	-4%	-$4.91K	﹤0.01%	2376
2023 Q2	$136K	Buy	+11,746	New	+$128K	﹤0.01%	2295

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's DNB Position: Q3 2025 in Review

Creative Planning sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 56,084 shares — an estimated $510K sold.

Creative Planning first reported a position in DNB in Q2 2023 and held it in 4 quarters. The position peaked at $510K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

Creative Planning reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 56,084 Dun & Bradstreet shares in Q3 2025, an estimated $510K.
Creative Planning first reported a position in Dun & Bradstreet in Q2 2023 and held it in 4 quarters.
Creative Planning's Dun & Bradstreet position peaked at $510K in Q2 2025.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.