Creative Planning’s Teekay TK Stock Holding History

Creative Planning’s Portfolio TK Stock Details TK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Buy	31,692 +1,311	+4%	+$16.4K	﹤0.01%	3521
2026 Q1	$371K	Buy	30,381 +4,102	+16%	+$45.2K	﹤0.01%	3255
2025 Q4	$237K	Buy	26,279 +15,743	+149%	+$145K	﹤0.01%	3417
2025 Q3	$86.2K	Buy	+10,536	New	+$83.8K	﹤0.01%	3696
2018 Q3	–	Sell	-22,760	Closed	-$176K	–	2169
2018 Q2	$176K	Sell	22,760 -11,000	-33%	-$91.8K	﹤0.01%	1669
2018 Q1	$273K	Buy	+33,760	New	+$292K	﹤0.01%	1400
2017 Q3	–	Sell	-1,965	Closed	-$13K	–	3548
2017 Q2	$13K	Sell	1,965 -19,535	-91%	-$144K	﹤0.01%	3477
2017 Q1	$197K	Buy	21,500 +18,135	+539%	+$175K	﹤0.01%	1505
2016 Q4	$27K	Sell	3,365 -20,515	-86%	-$158K	﹤0.01%	2873
2016 Q3	$184K	Buy	23,880 +465	+2%	+$3.23K	﹤0.01%	1448
2016 Q2	$167K	Buy	23,415 +23,215	+11,608%	+$218K	﹤0.01%	1348
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	3991
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	4072
2015 Q3	$6K	Buy	+200	New	+$7.16K	﹤0.01%	3533
2015 Q2	–	Sell	-519	Closed	-$24K	–	2838
2015 Q1	$24K	Hold	519	–	–	﹤0.01%	2588
2014 Q4	$26K	Buy	519 +200	+63%	+$10.9K	﹤0.01%	2473
2014 Q3	$21K	Sell	319 -720	-69%	-$42.3K	﹤0.01%	2522
2014 Q2	$65K	Buy	+1,039	New	+$60.1K	﹤0.01%	1706

Other funds holding TK

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's TK Position: Q2 2026 in Review

Creative Planning increased its Teekay (TK) stake by 4.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 31,692 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Creative Planning first reported a position in TK in Q2 2014 and has held it in 18 quarters since. The position peaked at $371K in Q1 2026. 179 funds tracked by Wall St. Rank hold TK as of Q2 2026.

Creative Planning held 31,692 shares of Teekay worth $317K as of Q2 2026.
Creative Planning bought 1,311 Teekay shares in Q2 2026, an estimated $16.4K.
Teekay made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3521 holding.
Creative Planning first reported a position in Teekay in Q2 2014 and has held it in 18 quarters since.
Creative Planning's Teekay position peaked at $371K in Q1 2026.
179 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.