Creative Planning
PARR icon

Creative Planning’s Par Pacific Holdings PARR Stock Holding History

Creative Planning’s Portfolio PARR Stock Details PARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32M Buy
68,960
+8,778
+15% +$393K ﹤0.01% 1317
2025
Q4 		$2.11M Buy
60,182
+7,174
+14% +$285K ﹤0.01% 1692
2025
Q3 		$1.88M Buy
53,008
+2,570
+5% +$83.6K ﹤0.01% 1603
2025
Q2 		$1.34M Buy
50,438
+15,362
+44% +$293K ﹤0.01% 1628
2025
Q1 		$500K Sell
35,076
-17,628
-33% -$277K ﹤0.01% 2293
2024
Q4 		$864K Buy
52,704
+19,690
+60% +$332K ﹤0.01% 1751
2024
Q3 		$581K Buy
33,014
+23,478
+246% +$524K ﹤0.01% 1965
2024
Q2 		$241K Buy
+9,536
New +$282K ﹤0.01% 2533
2015
Q2 		– Sell
-135
Closed -$3K – 2429
2015
Q1 		$3K Buy
+135
New +$2.56K ﹤0.01% 3759

Other funds holding PARR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.58B AUM 104.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return