Creative Planning
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Creative Planning’s Polaris PII Stock Holding History

Creative Planning’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$6K – 4355
2014
Q4 		$6K Sell
500
-500
-50% -$75K ﹤0.01% 3410
2014
Q3 		$14K Hold
1,000
– – ﹤0.01% 2748
2014
Q2 		$5K Hold
1,000
– – ﹤0.01% 3225
2014
Q1 		$13K Buy
+1,000
New +$135K ﹤0.01% 2632

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Creative Planning's PII Position: Q2 2026 in Review

Creative Planning increased its Polaris (PII) stake by 6.4% in Q2 2026, buying an estimated $496K and bringing the position to 127,162 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #986.

Creative Planning first reported a position in PII in Q2 2013 and has held it in 52 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Creative Planning held 127,162 shares of Polaris worth $8.7M as of Q2 2026.
  • Creative Planning bought 7,693 Polaris shares in Q2 2026, an estimated $496K.
  • Polaris made up 0.01% of Creative Planning's portfolio in Q2 2026, its #986 holding.
  • Creative Planning first reported a position in Polaris in Q2 2013 and has held it in 52 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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