Creative Planning
FLIC

Creative Planning’s First of Long Island Corp FLIC Stock Holding History

Creative Planning’s Portfolio FLIC Stock Details FLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,902
Closed -$127K – 3556
2024
Q4 		$127K Buy
+10,902
New +$146K ﹤0.01% 3106

Other funds holding FLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Creative Planning's FLIC Position: Q1 2025 in Review

Creative Planning sold out of First of Long Island Corp (FLIC) in Q1 2025, closing a stake of 10,902 shares — an estimated $127K sold.

Creative Planning first reported a position in FLIC in Q4 2024 and held it in 1 quarter. The position peaked at $127K in Q4 2024. 112 funds tracked by Wall St. Rank hold FLIC as of Q1 2025.

  • Creative Planning reported no remaining First of Long Island Corp position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 10,902 First of Long Island Corp shares in Q1 2025, an estimated $127K.
  • Creative Planning first reported a position in First of Long Island Corp in Q4 2024 and held it in 1 quarter.
  • Creative Planning's First of Long Island Corp position peaked at $127K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held First of Long Island Corp as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.