Creative Planning
TACT icon

Creative Planning’s Transact Technologies TACT Stock Holding History

Creative Planning’s Portfolio TACT Stock Details TACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,513
Closed -$42.1K – 4195
2025
Q4 		$42.1K Buy
+10,513
New +$47.6K ﹤0.01% 3816
2013
Q4 		– Sell
-314
Closed -$4K – 3462
2013
Q3 		$4K Buy
+314
New +$3K ﹤0.01% 2817

Other funds holding TACT

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's TACT Position: Q1 2026 in Review

Creative Planning sold out of Transact Technologies (TACT) in Q1 2026, closing a stake of 10,513 shares — an estimated $42.1K sold.

Creative Planning first reported a position in TACT in Q3 2013 and held it in 2 quarters. The position peaked at $42.1K in Q4 2025. 39 funds tracked by Wall St. Rank hold TACT as of Q1 2026.

  • Creative Planning reported no remaining Transact Technologies position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 10,513 Transact Technologies shares in Q1 2026, an estimated $42.1K.
  • Creative Planning first reported a position in Transact Technologies in Q3 2013 and held it in 2 quarters.
  • Creative Planning's Transact Technologies position peaked at $42.1K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Transact Technologies as of Q1 2026.

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