Creative Planning
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Creative Planning’s Consensus Cloud Solutions CCSI Stock Holding History

Creative Planning’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
15,999
+3,410
+27% +$102K ﹤0.01% 3048
2026
Q1 		$299K Buy
12,589
+3,267
+35% +$84K ﹤0.01% 3430
2025
Q4 		$203K Sell
9,322
-1,284
-12% -$31.6K ﹤0.01% 3540
2025
Q3 		$311K Buy
+10,606
New +$263K ﹤0.01% 3108
2025
Q2 		– Sell
-11,274
Closed -$260K – 3700
2025
Q1 		$260K Sell
11,274
-1,633
-13% -$42K ﹤0.01% 2873
2024
Q4 		$308K Buy
12,907
+809
+7% +$19K ﹤0.01% 2645
2024
Q3 		$285K Buy
+12,098
New +$253K ﹤0.01% 2557

Other funds holding CCSI

JT
Jupiter Topco New York $245B AUM
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's CCSI Position: Q2 2026 in Review

Creative Planning increased its Consensus Cloud Solutions (CCSI) stake by 27% in Q2 2026, buying an estimated $102K and bringing the position to 15,999 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Creative Planning first reported a position in CCSI in Q3 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Creative Planning held 15,999 shares of Consensus Cloud Solutions worth $610K as of Q2 2026.
  • Creative Planning bought 3,410 Consensus Cloud Solutions shares in Q2 2026, an estimated $102K.
  • Consensus Cloud Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3048 holding.
  • Creative Planning first reported a position in Consensus Cloud Solutions in Q3 2024 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

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