Creative Planning
FISI icon

Creative Planning’s Financial Institutions FISI Stock Holding History

Creative Planning’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$921K Buy
23,631
+3,639
+18% +$129K ﹤0.01% 2710
2026
Q1 		$634K Buy
19,992
+1,658
+9% +$53.3K ﹤0.01% 2837
2025
Q4 		$571K Buy
18,334
+412
+2% +$12.1K ﹤0.01% 2717
2025
Q3 		$487K Buy
17,922
+850
+5% +$22.7K ﹤0.01% 2745
2025
Q2 		$438K Buy
17,072
+3,809
+29% +$95.1K ﹤0.01% 2583
2025
Q1 		$331K Buy
13,263
+3,029
+30% +$81.8K ﹤0.01% 2660
2024
Q4 		$279K Sell
10,234
-988
-9% -$26K ﹤0.01% 2722
2024
Q3 		$286K Buy
11,222
+56
+0.5% +$1.34K ﹤0.01% 2554
2024
Q2 		$216K Sell
11,166
-697
-6% -$12.4K ﹤0.01% 2622
2024
Q1 		$223K Buy
11,863
+647
+6% +$12.8K ﹤0.01% 2498
2023
Q4 		$239K Buy
11,216
+262
+2% +$4.67K ﹤0.01% 2274
2023
Q3 		$184K Sell
10,954
-4
-0% -$70 ﹤0.01% 2259
2023
Q2 		$172K Hold
10,958
– – ﹤0.01% 2249
2023
Q1 		$211K Hold
10,958
– – ﹤0.01% 2089
2022
Q4 		$267K Hold
10,958
– – ﹤0.01% 1802
2022
Q3 		$264K Buy
10,958
+4
+0% +$104 ﹤0.01% 1730
2022
Q2 		$285K Buy
+10,954
New +$305K ﹤0.01% 1648
2015
Q1 		– Sell
-1,000
Closed -$25K – 4276
2014
Q4 		$25K Hold
1,000
– – ﹤0.01% 2494
2014
Q3 		$22K Buy
1,000
+733
+275% +$16.9K ﹤0.01% 2479
2014
Q2 		$6K Buy
+267
New +$6.24K ﹤0.01% 3109

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's FISI Position: Q2 2026 in Review

Creative Planning increased its Financial Institutions (FISI) stake by 18% in Q2 2026, buying an estimated $129K and bringing the position to 23,631 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Creative Planning first reported a position in FISI in Q2 2014 and has held it in 20 quarters since. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Creative Planning held 23,631 shares of Financial Institutions worth $921K as of Q2 2026.
  • Creative Planning bought 3,639 Financial Institutions shares in Q2 2026, an estimated $129K.
  • Financial Institutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2710 holding.
  • Creative Planning first reported a position in Financial Institutions in Q2 2014 and has held it in 20 quarters since.
  • 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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