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 Q2	$4.33M	Buy	168,969 +28,543	+20%	+$733K	﹤0.01%	1521
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	–	2095
2015 Q1	$8K	Hold	600	–	–	﹤0.01%	3308
2014 Q4	$7K	Buy	+600	New	+$6.43K	﹤0.01%	3313

Other funds holding KE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's KE Position: Q2 2026 in Review

Creative Planning increased its Kimball Electronics (KE) stake by 20% in Q2 2026, buying an estimated $733K and bringing the position to 168,969 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Creative Planning first reported a position in KE in Q4 2014 and has held it in 18 quarters since. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

Creative Planning held 168,969 shares of Kimball Electronics worth $4.33M as of Q2 2026.
Creative Planning bought 28,543 Kimball Electronics shares in Q2 2026, an estimated $733K.
Kimball Electronics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1521 holding.
Creative Planning first reported a position in Kimball Electronics in Q4 2014 and has held it in 18 quarters since.
174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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