Creative Planning
KE

Creative Planning’s Kimball Electronics KE Stock Holding History

Creative Planning’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.33M Buy
140,426
+25,781
+22% +$681K ﹤0.01% 1492
2025
Q4 		$3.19M Buy
114,645
+13,271
+13% +$383K ﹤0.01% 1346
2025
Q3 		$3.03M Buy
101,374
+14,462
+17% +$357K ﹤0.01% 1217
2025
Q2 		$1.67M Buy
86,912
+62,146
+251% +$1.04M ﹤0.01% 1458
2025
Q1 		$407K Buy
24,766
+5,530
+29% +$97.8K ﹤0.01% 2486
2024
Q4 		$360K Buy
19,236
+7,404
+63% +$139K ﹤0.01% 2520
2024
Q3 		$219K Buy
+11,832
New +$237K ﹤0.01% 2760
2017
Q3 		– Sell
-878
Closed -$16K – 2846
2017
Q2 		$16K Buy
878
+28
+3% +$483 ﹤0.01% 3323
2017
Q1 		$14K Buy
850
+150
+21% +$2.5K ﹤0.01% 3368
2016
Q4 		$13K Hold
700
– – ﹤0.01% 3365
2016
Q3 		$10K Hold
700
– – ﹤0.01% 3516
2016
Q2 		$9K Hold
700
– – ﹤0.01% 3313
2016
Q1 		$8K Buy
700
+100
+17% +$1.07K ﹤0.01% 3331
2015
Q4 		$7K Hold
600
– – ﹤0.01% 3514
2015
Q3 		$7K Buy
+600
New +$7.41K ﹤0.01% 3435
2015
Q2 		– Sell
-600
Closed -$8K – 2096
2015
Q1 		$8K Hold
600
– – ﹤0.01% 3308
2014
Q4 		$7K Buy
+600
New +$6.43K ﹤0.01% 3313

Other funds holding KE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return