Creative Planning

Creative Planning’s Stantec STN Stock Holding History

Creative Planning’s Portfolio STN Stock Details STN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.14M	Buy	24,722 +805	+3%	+$75.7K	﹤0.01%	1838
2025 Q4	$2.26M	Sell	23,917 -1,812	-7%	-$187K	﹤0.01%	1634
2025 Q3	$2.77M	Buy	25,729 +2,214	+9%	+$242K	﹤0.01%	1283
2025 Q2	$2.56M	Buy	23,515 +5,360	+30%	+$516K	﹤0.01%	1140
2025 Q1	$1.5M	Buy	18,155 +5,736	+46%	+$459K	﹤0.01%	1397
2024 Q4	$974K	Buy	12,419 +3,126	+34%	+$259K	﹤0.01%	1660
2024 Q3	$747K	Sell	9,293 -1,335	-13%	-$110K	﹤0.01%	1758
2024 Q2	$888K	Buy	10,628 +605	+6%	+$49.3K	﹤0.01%	1496
2024 Q1	$832K	Buy	10,023 +1,776	+22%	+$146K	﹤0.01%	1468
2023 Q4	$661K	Buy	8,247 +3,996	+94%	+$277K	﹤0.01%	1505
2023 Q3	$276K	Buy	+4,251	New	+$283K	﹤0.01%	2005
2017 Q2	–	Sell	-160	Closed	-$4K	–	4823
2017 Q1	$4K	Buy	+160	New	+$4.2K	﹤0.01%	4076
2014 Q4	–	Sell	-84	Closed	-$3K	–	4332
2014 Q3	$3K	Buy	+84	New	+$2.73K	﹤0.01%	3537

Other funds holding STN

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return