Creative Planning
PPHC

Creative Planning’s Public Policy Holding Co PPHC Stock Holding History

Creative Planning’s Portfolio PPHC Stock Details PPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Sell
109,789
-113,866
-51% -$1.34M ﹤0.01% 2818
2026
Q1 		$2.93M Buy
+223,655
New +$2.8M ﹤0.01% 1594

Other funds holding PPHC

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Creative Planning's PPHC Position: Q2 2026 in Review

Creative Planning reduced its Public Policy Holding Co (PPHC) stake by 51% in Q2 2026, selling an estimated $1.34M and leaving 109,789 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Creative Planning first reported a position in PPHC in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.93M in Q1 2026. 55 funds tracked by Wall St. Rank hold PPHC as of Q2 2026.

  • Creative Planning held 109,789 shares of Public Policy Holding Co worth $814K as of Q2 2026.
  • Creative Planning sold 113,866 Public Policy Holding Co shares in Q2 2026, an estimated $1.34M.
  • Public Policy Holding Co made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2818 holding.
  • Creative Planning first reported a position in Public Policy Holding Co in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Public Policy Holding Co position peaked at $2.93M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Public Policy Holding Co as of Q2 2026.

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