Position in STEW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$249,813
+$18,122 QoQ
Shares Held
14,609
-0.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in STEW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,813 | 14,609 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $231,691 | 14,664 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $213,361 | 14,664 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $205,779 | 13,664 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $189,519 | 13,664 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $177,358 | 13,664 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $181,457 | 13,664 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $206,918 | 16,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $219,240 | 17,263 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $165,114 | 15,176 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||