Creative Planning
PANL icon

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
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

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return