Creative Planning
LION icon

Creative Planning’s Lionsgate Studios LION Stock Holding History

Creative Planning’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.58M Buy
364,371
+50,684
+16% +$655K ﹤0.01% 1323
2026
Q1 		$3.01M Buy
313,687
+22,619
+8% +$209K ﹤0.01% 1575
2025
Q4 		$2.66M Buy
291,068
+117,015
+67% +$833K ﹤0.01% 1473
2025
Q3 		$1.2M Buy
174,053
+153,985
+767% +$991K ﹤0.01% 1946
2025
Q2 		$117K Buy
+20,068
New +$134K ﹤0.01% 3393

Other funds holding LION

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's LION Position: Q2 2026 in Review

Creative Planning increased its Lionsgate Studios (LION) stake by 16% in Q2 2026, buying an estimated $655K and bringing the position to 364,371 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Creative Planning first reported a position in LION in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold LION as of Q2 2026.

  • Creative Planning held 364,371 shares of Lionsgate Studios worth $5.58M as of Q2 2026.
  • Creative Planning bought 50,684 Lionsgate Studios shares in Q2 2026, an estimated $655K.
  • Lionsgate Studios made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1323 holding.
  • Creative Planning first reported a position in Lionsgate Studios in Q2 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held Lionsgate Studios as of Q2 2026.

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