Creative Planning
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Creative Planning’s Pangaea Logistics PANL Stock Holding History

Creative Planning’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Buy
30,447
+7,781
+34% +$59.1K ﹤0.01% 3878
2026
Q1 		$160K Buy
22,666
+3,582
+19% +$28.2K ﹤0.01% 3798
2025
Q4 		$131K Sell
19,084
-3,280
-15% -$19.8K ﹤0.01% 3665
2025
Q3 		$114K Sell
22,364
-730
-3% -$3.77K ﹤0.01% 3656
2025
Q2 		$109K Buy
23,094
+11,204
+94% +$49.7K ﹤0.01% 3409
2025
Q1 		$56.6K Buy
+11,890
New +$62.6K ﹤0.01% 3338
2020
Q4 		– Sell
-55,000
Closed -$142K – 2428
2020
Q3 		$142K Hold
55,000
– – ﹤0.01% 1773
2020
Q2 		$138K Hold
55,000
– – ﹤0.01% 1608
2020
Q1 		$110K Hold
55,000
– – ﹤0.01% 1509
2019
Q4 		$162K Buy
+55,000
New +$172K ﹤0.01% 1681

Other funds holding PANL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Creative Planning's PANL Position: Q2 2026 in Review

Creative Planning increased its Pangaea Logistics (PANL) stake by 34% in Q2 2026, buying an estimated $59.1K and bringing the position to 30,447 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Creative Planning first reported a position in PANL in Q4 2019 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • Creative Planning held 30,447 shares of Pangaea Logistics worth $198K as of Q2 2026.
  • Creative Planning bought 7,781 Pangaea Logistics shares in Q2 2026, an estimated $59.1K.
  • Pangaea Logistics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3878 holding.
  • Creative Planning first reported a position in Pangaea Logistics in Q4 2019 and has held it in 10 quarters since.
  • 160 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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