Creative Planning’s Factorial Energy Inc FAC Stock Holding History

Creative Planning’s Portfolio FAC Stock Details FAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$531K	Buy	+83,821	New	+$500K	﹤0.01%	3243

Other funds holding FAC

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Smallwood Wealth Investment Management Red Bank, New Jersey $237M AUM 18.13% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Creative Planning's FAC Position: Q3 2026 in Review

Creative Planning opened a new position in Factorial Energy Inc (FAC) in Q3 2026: 83,821 shares worth $531K. The stake represents ﹤0.01% of the portfolio and ranks #3243 among its holdings.

8 funds tracked by Wall St. Rank hold FAC as of Q3 2026.

Creative Planning held 83,821 shares of Factorial Energy Inc worth $531K as of Q3 2026.
Factorial Energy Inc was a new Creative Planning position in Q3 2026.
Factorial Energy Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3243 holding.
8 funds tracked by Wall St. Rank held Factorial Energy Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.