Creative Planning
RPC

Creative Planning’s Ridgepost Capital RPC Stock Holding History

Creative Planning’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
231,153
+6,940
+3% +$55.3K ﹤0.01% 2172
2026
Q1 		$1.63M Buy
224,213
+152,735
+214% +$1.38M ﹤0.01% 2071
2025
Q4 		$701K Buy
71,478
+25,177
+54% +$255K ﹤0.01% 2565
2025
Q3 		$504K Buy
46,301
+35,513
+329% +$422K ﹤0.01% 2717
2025
Q2 		$110K Buy
+10,788
New +$116K ﹤0.01% 3403

Other funds holding RPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Creative Planning's RPC Position: Q2 2026 in Review

Creative Planning increased its Ridgepost Capital (RPC) stake by 3.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 231,153 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Creative Planning first reported a position in RPC in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold RPC as of Q2 2026.

  • Creative Planning held 231,153 shares of Ridgepost Capital worth $1.82M as of Q2 2026.
  • Creative Planning bought 6,940 Ridgepost Capital shares in Q2 2026, an estimated $55.3K.
  • Ridgepost Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2172 holding.
  • Creative Planning first reported a position in Ridgepost Capital in Q2 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2026.

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