Creative Planning
STC icon

Creative Planning’s Stewart Information Services STC Stock Holding History

Creative Planning’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$403K Buy
6,549
+957
+17% +$63.7K ﹤0.01% 3188
2025
Q4 		$393K Buy
5,592
+336
+6% +$24.2K ﹤0.01% 3042
2025
Q3 		$385K Buy
+5,256
New +$362K ﹤0.01% 2949
2023
Q4 		– Sell
-121
Closed -$5.3K – 3069
2023
Q3 		$5.3K Buy
+121
New +$5.47K ﹤0.01% 2709
2022
Q1 		– Sell
-5,054
Closed -$403K – 2437
2021
Q4 		$403K Buy
+5,054
New +$371K ﹤0.01% 1433
2017
Q3 		– Sell
-10
Closed – – 3490
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4820
2017
Q1 		$0 Hold
10
– – ﹤0.01% 4897
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4823
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4722
2016
Q2 		$0 Hold
10
– – ﹤0.01% 4509
2016
Q1 		$0 Hold
10
– – ﹤0.01% 4511
2015
Q4 		$0 Sell
10
-188
-95% -$7.68K ﹤0.01% 4568
2015
Q3 		$8K Buy
+198
New +$7.86K ﹤0.01% 3359
2015
Q2 		– Sell
-10
Closed – – 2768
2015
Q1 		$0 Hold
10
– – ﹤0.01% 4394
2014
Q4 		$0 Hold
10
– – ﹤0.01% 4329
2014
Q3 		$0 Hold
10
– – ﹤0.01% 4144
2014
Q2 		$0 Hold
10
– – ﹤0.01% 3945
2014
Q1 		$0 Hold
10
– – ﹤0.01% 3745
2013
Q4 		$0 Hold
10
– – ﹤0.01% 3457
2013
Q3 		$0 Sell
10
-188
-95% -$5.75K ﹤0.01% 3343
2013
Q2 		$5K Buy
+198
New +$5.38K ﹤0.01% 2557

Other funds holding STC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's STC Position: Q1 2026 in Review

Creative Planning increased its Stewart Information Services (STC) stake by 17% in Q1 2026, buying an estimated $63.7K and bringing the position to 6,549 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Creative Planning first reported a position in STC in Q2 2013 and has held it in 21 quarters since. 244 funds tracked by Wall St. Rank hold STC as of Q1 2026.

  • Creative Planning held 6,549 shares of Stewart Information Services worth $403K as of Q1 2026.
  • Creative Planning bought 957 Stewart Information Services shares in Q1 2026, an estimated $63.7K.
  • Stewart Information Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3188 holding.
  • Creative Planning first reported a position in Stewart Information Services in Q2 2013 and has held it in 21 quarters since.
  • 244 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2026.

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