Creative Planning
FFIC

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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Creative Planning's FFIC Position: Q1 2026 in Review

Creative Planning reduced its Flushing Financial (FFIC) stake by 12% in Q1 2026, selling an estimated $77.3K and leaving 34,881 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Creative Planning first reported a position in FFIC in Q3 2023 and has held it in 5 quarters since. The position peaked at $604K in Q4 2025. 155 funds tracked by Wall St. Rank hold FFIC as of Q1 2026.

  • Creative Planning held 34,881 shares of Flushing Financial worth $536K as of Q1 2026.
  • Creative Planning sold 4,947 Flushing Financial shares in Q1 2026, an estimated $77.3K.
  • Flushing Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2984 holding.
  • Creative Planning first reported a position in Flushing Financial in Q3 2023 and has held it in 5 quarters since.
  • Creative Planning's Flushing Financial position peaked at $604K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.