Creative Planning
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Creative Planning’s Encore Capital Group ECPG Stock Holding History

Creative Planning’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.83M Buy
40,319
+2,325
+6% +$143K ﹤0.01% 1627
2025
Q4 		$2.06M Buy
37,994
+2,162
+6% +$104K ﹤0.01% 1709
2025
Q3 		$1.5M Buy
35,832
+13,079
+57% +$537K ﹤0.01% 1768
2025
Q2 		$881K Buy
22,753
+16,331
+254% +$592K ﹤0.01% 1965
2025
Q1 		$220K Sell
6,422
-439
-6% -$19.1K ﹤0.01% 2986
2024
Q4 		$328K Sell
6,861
-294
-4% -$13.9K ﹤0.01% 2582
2024
Q3 		$338K Buy
7,155
+1,552
+28% +$73.7K ﹤0.01% 2425
2024
Q2 		$234K Buy
+5,603
New +$242K ﹤0.01% 2561
2023
Q4 		– Sell
-716
Closed -$34.2K – 2850
2023
Q3 		$34.2K Buy
+716
New +$35.1K ﹤0.01% 2526
2022
Q2 		– Sell
-3,719
Closed -$233K – 2356
2022
Q1 		$233K Sell
3,719
-2,001
-35% -$130K ﹤0.01% 1799
2021
Q4 		$355K Sell
5,720
-158
-3% -$8.9K ﹤0.01% 1511
2021
Q3 		$290K Buy
5,878
+3
+0.1% +$143 ﹤0.01% 1615
2021
Q2 		$278K Buy
+5,875
New +$255K ﹤0.01% 1605
2017
Q3 		– Sell
-200
Closed -$8K – 2367
2017
Q2 		$8K Sell
200
-1,100
-85% -$39.5K ﹤0.01% 3736
2017
Q1 		$40K Sell
1,300
-200
-13% -$6.29K ﹤0.01% 2639
2016
Q4 		$43K Hold
1,500
– – ﹤0.01% 2507
2016
Q3 		$34K Buy
1,500
+1,300
+650% +$29.3K ﹤0.01% 2652
2016
Q2 		$5K Hold
200
– – ﹤0.01% 3628
2016
Q1 		$5K Sell
200
-4,870
-96% -$112K ﹤0.01% 3569
2015
Q4 		$147K Buy
5,070
+2,560
+102% +$88.4K ﹤0.01% 1401
2015
Q3 		$93K Buy
+2,510
New +$103K ﹤0.01% 1639
2015
Q1 		– Sell
-381
Closed -$17K – 4251
2014
Q4 		$17K Buy
381
+313
+460% +$13.5K ﹤0.01% 2759
2014
Q3 		$3K Buy
+68
New +$3.01K ﹤0.01% 3508

Other funds holding ECPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's ECPG Position: Q1 2026 in Review

Creative Planning increased its Encore Capital Group (ECPG) stake by 6.1% in Q1 2026, buying an estimated $143K and bringing the position to 40,319 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Creative Planning first reported a position in ECPG in Q3 2014 and has held it in 23 quarters since. 244 funds tracked by Wall St. Rank hold ECPG as of Q1 2026.

  • Creative Planning held 40,319 shares of Encore Capital Group worth $2.83M as of Q1 2026.
  • Creative Planning bought 2,325 Encore Capital Group shares in Q1 2026, an estimated $143K.
  • Encore Capital Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1627 holding.
  • Creative Planning first reported a position in Encore Capital Group in Q3 2014 and has held it in 23 quarters since.
  • 244 funds tracked by Wall St. Rank held Encore Capital Group as of Q1 2026.

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