Creative Planning
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Creative Planning’s Inter&Co INTR Stock Holding History

Creative Planning’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
40,392
+874
+2% +$5.87K ﹤0.01% 3816
2026
Q1 		$315K Sell
39,518
-204
-0.5% -$1.77K ﹤0.01% 3391
2025
Q4 		$337K Sell
39,722
-4,262
-10% -$37.7K ﹤0.01% 3164
2025
Q3 		$406K Buy
43,984
+280
+0.6% +$2.2K ﹤0.01% 2905
2025
Q2 		$325K Buy
43,704
+4,312
+11% +$28.7K ﹤0.01% 2834
2025
Q1 		$216K Sell
39,392
-575
-1% -$2.99K ﹤0.01% 2999
2024
Q4 		$169K Buy
+39,967
New +$224K ﹤0.01% 3023

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's INTR Position: Q2 2026 in Review

Creative Planning increased its Inter&Co (INTR) stake by 2.2% in Q2 2026, buying an estimated $5.87K and bringing the position to 40,392 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

Creative Planning first reported a position in INTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q3 2025. 137 funds tracked by Wall St. Rank hold INTR as of Q2 2026.

  • Creative Planning held 40,392 shares of Inter&Co worth $219K as of Q2 2026.
  • Creative Planning bought 874 Inter&Co shares in Q2 2026, an estimated $5.87K.
  • Inter&Co made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3816 holding.
  • Creative Planning first reported a position in Inter&Co in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Inter&Co position peaked at $406K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Inter&Co as of Q2 2026.

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