Creative Planning
SCSC icon

Creative Planning’s Scansource SCSC Stock Holding History

Creative Planning’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.43M Buy
104,326
+38,282
+58% +$1.68M ﹤0.01% 1342
2026
Q1 		$2.4M Buy
66,044
+46,806
+243% +$1.79M ﹤0.01% 1759
2025
Q4 		$751K Buy
19,238
+6,266
+48% +$259K ﹤0.01% 2503
2025
Q3 		$571K Buy
+12,972
New +$552K ﹤0.01% 2594
2025
Q1 		– Sell
-43
Closed -$2.04K – 3689
2024
Q4 		$2.04K Buy
+43
New +$2.1K ﹤0.01% 3460
2016
Q3 		– Sell
-200
Closed -$7K – 4710
2016
Q2 		$7K Hold
200
– – ﹤0.01% 3480
2016
Q1 		$8K Buy
+200
New +$6.97K ﹤0.01% 3342
2014
Q3 		– Sell
-72
Closed -$3K – 4134
2014
Q2 		$3K Buy
+72
New +$2.75K ﹤0.01% 3419

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's SCSC Position: Q2 2026 in Review

Creative Planning increased its Scansource (SCSC) stake by 58% in Q2 2026, buying an estimated $1.68M and bringing the position to 104,326 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Creative Planning first reported a position in SCSC in Q2 2014 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • Creative Planning held 104,326 shares of Scansource worth $5.43M as of Q2 2026.
  • Creative Planning bought 38,282 Scansource shares in Q2 2026, an estimated $1.68M.
  • Scansource made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1342 holding.
  • Creative Planning first reported a position in Scansource in Q2 2014 and has held it in 8 quarters since.
  • 214 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

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