Creative Planning
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Creative Planning’s PDF Solutions PDFS Stock Holding History

Creative Planning’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Buy
38,927
+1,323
+4% +$43.2K ﹤0.01% 2264
2025
Q4 		$1.07M Sell
37,604
-1,358
-3% -$37.6K ﹤0.01% 2219
2025
Q3 		$1.01M Buy
38,962
+228
+0.6% +$4.98K ﹤0.01% 2106
2025
Q2 		$828K Buy
38,734
+2,145
+6% +$40.6K ﹤0.01% 2015
2025
Q1 		$699K Buy
36,589
+24,571
+204% +$603K ﹤0.01% 2003
2024
Q4 		$325K Buy
12,018
+1,242
+12% +$37.4K ﹤0.01% 2590
2024
Q3 		$341K Buy
+10,776
New +$350K ﹤0.01% 2419
2013
Q4 		– Sell
-574
Closed -$12K – 3423
2013
Q3 		$12K Buy
574
+239
+71% +$4.92K ﹤0.01% 2361
2013
Q2 		$6K Buy
+335
New +$5.83K ﹤0.01% 2482

Other funds holding PDFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return