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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's PII Position: Q1 2026 in Review

Creative Planning increased its Polaris (PII) stake by 5.2% in Q1 2026, buying an estimated $368K and bringing the position to 119,469 shares worth $6.51M. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Creative Planning first reported a position in PII in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.19M in Q4 2025. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Creative Planning held 119,469 shares of Polaris worth $6.51M as of Q1 2026.
  • Creative Planning bought 5,869 Polaris shares in Q1 2026, an estimated $368K.
  • Polaris made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #992 holding.
  • Creative Planning first reported a position in Polaris in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Polaris position peaked at $7.19M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.