Creative Planning
ECPG icon

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
Q2 		$3.88M Buy
41,640
+1,321
+3% +$108K ﹤0.01% 1596
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning's ECPG Position: Q2 2026 in Review

Creative Planning increased its Encore Capital Group (ECPG) stake by 3.3% in Q2 2026, buying an estimated $108K and bringing the position to 41,640 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Creative Planning first reported a position in ECPG in Q3 2014 and has held it in 24 quarters since. 286 funds tracked by Wall St. Rank hold ECPG as of Q2 2026.

  • Creative Planning held 41,640 shares of Encore Capital Group worth $3.88M as of Q2 2026.
  • Creative Planning bought 1,321 Encore Capital Group shares in Q2 2026, an estimated $108K.
  • Encore Capital Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1596 holding.
  • Creative Planning first reported a position in Encore Capital Group in Q3 2014 and has held it in 24 quarters since.
  • 286 funds tracked by Wall St. Rank held Encore Capital Group as of Q2 2026.

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