Creative Planning
FRPH icon

Creative Planning’s FRP Holdings FRPH Stock Holding History

Creative Planning’s Portfolio FRPH Stock Details FRPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
74,531
-5,065
-6% -$118K ﹤0.01% 2070
2025
Q4 		$1.81M Buy
79,596
+39,276
+97% +$928K ﹤0.01% 1803
2025
Q3 		$982K Sell
40,320
-19,266
-32% -$501K ﹤0.01% 2126
2025
Q2 		$1.6M Buy
+59,586
New +$1.62M ﹤0.01% 1488
2023
Q2 		– Sell
-6
Closed -$174 – 2716
2023
Q1 		$174 Buy
+6
New +$169 ﹤0.01% 2620

Other funds holding FRPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's FRPH Position: Q1 2026 in Review

Creative Planning reduced its FRP Holdings (FRPH) stake by 6.4% in Q1 2026, selling an estimated $118K and leaving 74,531 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Creative Planning first reported a position in FRPH in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2025. 110 funds tracked by Wall St. Rank hold FRPH as of Q1 2026.

  • Creative Planning held 74,531 shares of FRP Holdings worth $1.63M as of Q1 2026.
  • Creative Planning sold 5,065 FRP Holdings shares in Q1 2026, an estimated $118K.
  • FRP Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2070 holding.
  • Creative Planning first reported a position in FRP Holdings in Q1 2023 and has held it in 5 quarters since.
  • Creative Planning's FRP Holdings position peaked at $1.81M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FRP Holdings as of Q1 2026.

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