Creative Planning’s Banzai International PARA Stock Holding History

Creative Planning’s Portfolio PARA Stock Details PARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-507	Closed	-$9.64K	–	4308
2026 Q1	$9.64K	Buy	+507	New	+$12.2K	﹤0.01%	4076

Other funds holding PARA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's PARA Position: Q2 2026 in Review

Creative Planning sold out of Banzai International (PARA) in Q2 2026, closing a stake of 507 shares — an estimated $9.64K sold.

Creative Planning first reported a position in PARA in Q1 2026 and held it in 1 quarter. The position peaked at $9.64K in Q1 2026. 22 funds tracked by Wall St. Rank hold PARA as of Q2 2026.

Creative Planning reported no remaining Banzai International position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 507 Banzai International shares in Q2 2026, an estimated $9.64K.
Creative Planning first reported a position in Banzai International in Q1 2026 and held it in 1 quarter.
Creative Planning's Banzai International position peaked at $9.64K in Q1 2026.
22 funds tracked by Wall St. Rank held Banzai International as of Q2 2026.

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