Creative Planning’s C&F Financial CFFI Stock Holding History

Creative Planning’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Buy	+2,142	New	+$187K	﹤0.01%	3937
2017 Q3	–	Sell	-1,760	Closed	-$83K	–	2183
2017 Q2	$83K	Hold	1,760	–	–	﹤0.01%	2125
2017 Q1	$81K	Hold	1,760	–	–	﹤0.01%	2098
2016 Q4	$88K	Hold	1,760	–	–	﹤0.01%	1953
2016 Q3	$76K	Hold	1,760	–	–	﹤0.01%	2044
2016 Q2	$79K	Hold	1,760	–	–	﹤0.01%	1818
2016 Q1	$67K	Hold	1,760	–	–	﹤0.01%	1893
2015 Q4	$69K	Hold	1,760	–	–	﹤0.01%	1858
2015 Q3	$64K	Buy	+1,760	New	+$63.9K	﹤0.01%	1868
2015 Q2	–	Sell	-1,760	Closed	-$62K	–	1401
2015 Q1	$62K	Hold	1,760	–	–	﹤0.01%	1863
2014 Q4	$70K	Hold	1,760	–	–	﹤0.01%	1764
2014 Q3	$59K	Hold	1,760	–	–	﹤0.01%	1809
2014 Q2	$63K	Hold	1,760	–	–	﹤0.01%	1724
2014 Q1	$58K	Hold	1,760	–	–	﹤0.01%	1709
2013 Q4	$80K	Hold	1,760	–	–	﹤0.01%	1326
2013 Q3	$85K	Hold	1,760	–	–	﹤0.01%	1211
2013 Q2	$98K	Buy	+1,760	New	+$80.4K	﹤0.01%	1002

Other funds holding CFFI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Old Point Trust & Financial Services N A Newport News, Virginia $341M AUM 20.44% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning's CFFI Position: Q3 2026 in Review

Creative Planning opened a new position in C&F Financial (CFFI) in Q3 2026: 2,142 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3937 among its holdings. This is a return to the name: Creative Planning previously reported a position in CFFI as recently as Q2 2017.

Creative Planning first reported a position in CFFI in Q2 2013 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold CFFI as of Q3 2026.

Creative Planning held 2,142 shares of C&F Financial worth $210K as of Q3 2026.
C&F Financial was a new Creative Planning position in Q3 2026.
C&F Financial made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3937 holding.
Creative Planning first reported a position in C&F Financial in Q2 2013 and has held it in 17 quarters since.
21 funds tracked by Wall St. Rank held C&F Financial as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.