Creative Planning
PDFS icon

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
Q2 		$2.98M Buy
42,124
+3,197
+8% +$158K ﹤0.01% 1792
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 $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Creative Planning's PDFS Position: Q2 2026 in Review

Creative Planning increased its PDF Solutions (PDFS) stake by 8.2% in Q2 2026, buying an estimated $158K and bringing the position to 42,124 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Creative Planning first reported a position in PDFS in Q2 2013 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Creative Planning held 42,124 shares of PDF Solutions worth $2.98M as of Q2 2026.
  • Creative Planning bought 3,197 PDF Solutions shares in Q2 2026, an estimated $158K.
  • PDF Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1792 holding.
  • Creative Planning first reported a position in PDF Solutions in Q2 2013 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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