Creative Planning’s The Shyft Group SHYF Stock Holding History

Creative Planning’s Portfolio SHYF Stock Details SHYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,139	Closed	-$215K	–	4005
2025 Q2	$215K	Buy	+17,139	New	+$168K	﹤0.01%	3168
2025 Q1	–	Sell	-1,568	Closed	-$18.4K	–	3693
2024 Q4	$18.4K	Buy	+1,568	New	+$20.2K	﹤0.01%	3348
2017 Q2	–	Sell	-2,132	Closed	-$17K	–	4807
2017 Q1	$17K	Buy	+2,132	New	+$16.9K	﹤0.01%	3232
2015 Q4	–	Sell	-4,991	Closed	-$21K	–	4557
2015 Q3	$21K	Buy	+4,991	New	+$21.8K	﹤0.01%	2697
2015 Q2	–	Sell	-450	Closed	-$2K	–	2688
2015 Q1	$2K	Hold	450	–	–	﹤0.01%	3904
2014 Q4	$2K	Hold	450	–	–	﹤0.01%	3844
2014 Q3	$2K	Hold	450	–	–	﹤0.01%	3695
2014 Q2	$2K	Buy	+450	New	+$2.3K	﹤0.01%	3535
2013 Q4	–	Sell	-500	Closed	-$3K	–	3453
2013 Q3	$3K	Buy	+500	New	+$3.04K	﹤0.01%	2909

Other funds holding SHYF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SHYF Position: Q3 2025 in Review

Creative Planning sold out of The Shyft Group (SHYF) in Q3 2025, closing a stake of 17,139 shares — an estimated $215K sold.

Creative Planning first reported a position in SHYF in Q3 2013 and held it in 9 quarters. The position peaked at $215K in Q2 2025. 2 funds tracked by Wall St. Rank hold SHYF as of Q3 2025.

Creative Planning reported no remaining The Shyft Group position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 17,139 The Shyft Group shares in Q3 2025, an estimated $215K.
Creative Planning first reported a position in The Shyft Group in Q3 2013 and held it in 9 quarters.
Creative Planning's The Shyft Group position peaked at $215K in Q2 2025.
2 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.