Creative Planning
LXFR icon

Creative Planning’s Luxfer Holdings LXFR Stock Holding History

Creative Planning’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$611K Buy
33,854
+3,037
+10% +$47.4K ﹤0.01% 3047
2026
Q1 		$375K Buy
30,817
+10,596
+52% +$147K ﹤0.01% 3246
2025
Q4 		$274K Buy
20,221
+5,073
+33% +$66K ﹤0.01% 3310
2025
Q3 		$211K Buy
+15,148
New +$195K ﹤0.01% 3439
2023
Q4 		– Sell
-10,233
Closed -$134K – 2943
2023
Q3 		$134K Buy
+10,233
New +$129K ﹤0.01% 2343

Other funds holding LXFR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's LXFR Position: Q2 2026 in Review

Creative Planning increased its Luxfer Holdings (LXFR) stake by 9.9% in Q2 2026, buying an estimated $47.4K and bringing the position to 33,854 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Creative Planning first reported a position in LXFR in Q3 2023 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold LXFR as of Q2 2026.

  • Creative Planning held 33,854 shares of Luxfer Holdings worth $611K as of Q2 2026.
  • Creative Planning bought 3,037 Luxfer Holdings shares in Q2 2026, an estimated $47.4K.
  • Luxfer Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3047 holding.
  • Creative Planning first reported a position in Luxfer Holdings in Q3 2023 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held Luxfer Holdings as of Q2 2026.

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