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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's SCSC Position: Q1 2026 in Review

Creative Planning increased its Scansource (SCSC) stake by 243% in Q1 2026, buying an estimated $1.79M and bringing the position to 66,044 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Creative Planning first reported a position in SCSC in Q2 2014 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

  • Creative Planning held 66,044 shares of Scansource worth $2.4M as of Q1 2026.
  • Creative Planning bought 46,806 Scansource shares in Q1 2026, an estimated $1.79M.
  • Scansource made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1759 holding.
  • Creative Planning first reported a position in Scansource in Q2 2014 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

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