Creative Planning’s Sinclair Inc SBGI Stock Holding History

Creative Planning’s Portfolio SBGI Stock Details SBGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Buy	12,173 +15	+0.1%	+$218	﹤0.01%	3803
2025 Q4	$186K	Buy	12,158 +1,802	+17%	+$26.8K	﹤0.01%	3578
2025 Q3	$156K	Buy	+10,356	New	+$149K	﹤0.01%	3570
2025 Q1	–	Sell	-1,838	Closed	-$29.7K	–	3688
2024 Q4	$29.7K	Buy	+1,838	New	+$31K	﹤0.01%	3298
2024 Q2	–	Sell	-12,880	Closed	-$173K	–	3154
2024 Q1	$173K	Buy	+12,880	New	+$184K	﹤0.01%	2607
2021 Q1	–	Sell	-6,504	Closed	-$207K	–	2703
2020 Q4	$207K	Buy	+6,504	New	+$155K	﹤0.01%	1885
2020 Q3	–	Sell	-17,384	Closed	-$321K	–	2249
2020 Q2	$321K	Buy	+17,384	New	+$302K	﹤0.01%	1262
2020 Q1	–	Sell	-35,774	Closed	-$1.19M	–	2056
2019 Q4	$1.19M	Hold	35,774	–	–	﹤0.01%	711
2019 Q3	$1.53M	Hold	35,774	–	–	0.01%	582
2019 Q2	$1.92M	Sell	35,774 -15,165	-30%	-$769K	0.01%	510
2019 Q1	$1.96M	Sell	50,939 -2,500	-5%	-$83.7K	0.01%	467
2018 Q4	$1.41M	Sell	53,439 -20,516	-28%	-$598K	0.01%	526
2018 Q3	$2.1M	Sell	73,955 -179,068	-71%	-$5.09M	0.01%	472
2018 Q2	$8.13M	Buy	253,023 +3,644	+1%	+$109K	0.03%	178
2018 Q1	$7.81M	Sell	249,379 -75	-0%	-$2.67K	0.03%	177
2017 Q4	$9.44M	Buy	249,454 +255	+0.1%	+$8.44K	0.04%	147
2017 Q3	$7.99M	Buy	249,199 +49,806	+25%	+$1.56M	0.04%	166
2017 Q2	$6.56M	Buy	199,393 +133,136	+201%	+$4.79M	0.03%	186
2017 Q1	$2.68M	Sell	66,257 -100,368	-60%	-$3.7M	0.01%	344
2016 Q4	$5.56M	Sell	166,625 -108,293	-39%	-$3.23M	0.03%	195
2016 Q3	$7.94M	Buy	274,918 +3,693	+1%	+$107K	0.05%	147
2016 Q2	$8.1M	Hold	271,225	–	–	0.06%	121
2016 Q1	$8.34M	Buy	271,225 +84,080	+45%	+$2.58M	0.07%	111
2015 Q4	$6.09M	Sell	187,145 -605,380	-76%	-$19.3M	0.05%	143
2015 Q3	$20.1M	Buy	792,525 +724,400	+1,063%	+$20M	0.18%	62
2015 Q2	$1.9M	Buy	68,125 +4,000	+6%	+$121K	0.02%	301
2015 Q1	$2.01M	Sell	64,125 -188	-0.3%	-$5.11K	0.02%	278
2014 Q4	$1.76M	Buy	64,313 +188	+0.3%	+$5.12K	0.02%	301
2014 Q3	$1.67M	Hold	64,125	–	–	0.02%	280
2014 Q2	$2.23M	Hold	64,125	–	–	0.03%	208
2014 Q1	$1.74M	Hold	64,125	–	–	0.03%	225
2013 Q4	$2.29M	Hold	64,125	–	–	0.04%	163
2013 Q3	$2.15M	Hold	64,125	–	–	0.04%	137
2013 Q2	$1.88M	Buy	+64,125	New	+$1.67M	0.04%	139

Other funds holding SBGI

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Converium Capital Montreal $175M AUM

Creative Planning's SBGI Position: Q1 2026 in Review

Creative Planning increased its Sinclair Inc (SBGI) stake by 0.12% in Q1 2026, buying an estimated $218 and bringing the position to 12,173 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #3803.

Creative Planning first reported a position in SBGI in Q2 2013 and has held it in 34 quarters since. The position peaked at $20.1M in Q3 2015. 170 funds tracked by Wall St. Rank hold SBGI as of Q1 2026.

Creative Planning held 12,173 shares of Sinclair Inc worth $158K as of Q1 2026.
Creative Planning bought 15 Sinclair Inc shares in Q1 2026, an estimated $218.
Sinclair Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3803 holding.
Creative Planning first reported a position in Sinclair Inc in Q2 2013 and has held it in 34 quarters since.
Creative Planning's Sinclair Inc position peaked at $20.1M in Q3 2015.
170 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2026.

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