Creative Planning
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Creative Planning’s John B. Sanfilippo & Son JBSS Stock Holding History

Creative Planning’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.56M Buy
70,033
+21,125
+43% +$1.63M ﹤0.01% 1113
2025
Q4 		$3.45M Buy
48,908
+11,493
+31% +$781K ﹤0.01% 1275
2025
Q3 		$2.41M Buy
37,415
+5,267
+16% +$341K ﹤0.01% 1393
2025
Q2 		$2.03M Buy
+32,148
New +$2.06M ﹤0.01% 1300
2025
Q1 		– Sell
-60
Closed -$5.23K – 3601
2024
Q4 		$5.23K Buy
+60
New +$5.32K ﹤0.01% 3408
2017
Q3 		– Sell
-565
Closed -$36K – 2816
2017
Q2 		$36K Sell
565
-95
-14% -$6.34K ﹤0.01% 2779
2017
Q1 		$48K Hold
660
– – ﹤0.01% 2503
2016
Q4 		$46K Hold
660
– – ﹤0.01% 2451
2016
Q3 		$34K Buy
+660
New +$31.7K ﹤0.01% 2654
2016
Q2 		– Sell
-129
Closed -$9K – 4434
2016
Q1 		$9K Buy
+129
New +$8.06K ﹤0.01% 3286
2015
Q4 		– Sell
-154
Closed -$8K – 4494
2015
Q3 		$8K Buy
+154
New +$7.96K ﹤0.01% 3342

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Creative Planning's JBSS Position: Q1 2026 in Review

Creative Planning increased its John B. Sanfilippo & Son (JBSS) stake by 43% in Q1 2026, buying an estimated $1.63M and bringing the position to 70,033 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Creative Planning first reported a position in JBSS in Q3 2015 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold JBSS as of Q1 2026.

  • Creative Planning held 70,033 shares of John B. Sanfilippo & Son worth $5.56M as of Q1 2026.
  • Creative Planning bought 21,125 John B. Sanfilippo & Son shares in Q1 2026, an estimated $1.63M.
  • John B. Sanfilippo & Son made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1113 holding.
  • Creative Planning first reported a position in John B. Sanfilippo & Son in Q3 2015 and has held it in 11 quarters since.
  • 214 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q1 2026.

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