Creative Planning’s PDS Biotechnology PDSB Stock Holding History

Creative Planning’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.1K	Buy	+17,453	New	+$9.9K	﹤0.01%	4287
2019 Q1	–	Sell	-500	Closed	-$3K	–	2074
2018 Q4	$3K	Hold	500	–	–	﹤0.01%	1890
2018 Q3	$8K	Hold	500	–	–	﹤0.01%	1999
2018 Q2	$10K	Sell	500 -250	-33%	-$5.22K	﹤0.01%	1953
2018 Q1	$18K	Buy	+750	New	+$202K	﹤0.01%	1898

Other funds holding PDSB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Creative Planning's PDSB Position: Q3 2026 in Review

Creative Planning opened a new position in PDS Biotechnology (PDSB) in Q3 2026: 17,453 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #4287 among its holdings. This is a return to the name: Creative Planning previously reported a position in PDSB as recently as Q4 2018.

Creative Planning first reported a position in PDSB in Q1 2018 and has held it in 5 quarters since. The position peaked at $18K in Q1 2018. 24 funds tracked by Wall St. Rank hold PDSB as of Q3 2026.

Creative Planning held 17,453 shares of PDS Biotechnology worth $13.1K as of Q3 2026.
PDS Biotechnology was a new Creative Planning position in Q3 2026.
PDS Biotechnology made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4287 holding.
Creative Planning first reported a position in PDS Biotechnology in Q1 2018 and has held it in 5 quarters since.
Creative Planning's PDS Biotechnology position peaked at $18K in Q1 2018.
24 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.