Creative Planning’s StoneCo STNE Stock Holding History

Creative Planning’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,000	Closed	-$3K	–	2259
2020 Q2	$3K	Buy	+5,000	New	+$146K	﹤0.01%	1938

Other funds holding STNE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

BGBI

BRC-Global BAH Investments Nassau $107M AUM

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's STNE Position: Q1 2026 in Review

Creative Planning increased its StoneCo (STNE) stake by 13% in Q1 2026, buying an estimated $290K and bringing the position to 163,323 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Creative Planning first reported a position in STNE in Q3 2019 and has held it in 19 quarters since. 275 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

Creative Planning held 163,323 shares of StoneCo worth $2.31M as of Q1 2026.
Creative Planning bought 18,891 StoneCo shares in Q1 2026, an estimated $290K.
StoneCo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1788 holding.
Creative Planning first reported a position in StoneCo in Q3 2019 and has held it in 19 quarters since.
275 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

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