Creative Planning’s Flushing Financial FFIC Stock Holding History

Creative Planning’s Portfolio FFIC Stock Details FFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,881	Closed	-$536K	–	4343
2026 Q1	$536K	Sell	34,881 -4,947	-12%	-$77.3K	﹤0.01%	2984
2025 Q4	$604K	Buy	39,828 +8,902	+29%	+$135K	﹤0.01%	2676
2025 Q3	$427K	Buy	+30,926	New	+$402K	﹤0.01%	2856
2024 Q1	–	Sell	-10,188	Closed	-$168K	–	2956
2023 Q4	$168K	Sell	10,188 -1,863	-15%	-$26K	﹤0.01%	2483
2023 Q3	$158K	Buy	+12,051	New	+$169K	﹤0.01%	2303

Other funds holding FFIC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's FFIC Position: Q2 2026 in Review

Creative Planning sold out of Flushing Financial (FFIC) in Q2 2026, closing a stake of 34,881 shares — an estimated $536K sold.

Creative Planning first reported a position in FFIC in Q3 2023 and held it in 5 quarters. The position peaked at $604K in Q4 2025. 2 funds tracked by Wall St. Rank hold FFIC as of Q2 2026.

Creative Planning reported no remaining Flushing Financial position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 34,881 Flushing Financial shares in Q2 2026, an estimated $536K.
Creative Planning first reported a position in Flushing Financial in Q3 2023 and held it in 5 quarters.
Creative Planning's Flushing Financial position peaked at $604K in Q4 2025.
2 funds tracked by Wall St. Rank held Flushing Financial as of Q2 2026.

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