Creative Planning’s National CineMedia NCMI Stock Holding History

Creative Planning’s Portfolio NCMI Stock Details NCMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$151K	Sell	49,645 -44,816	-47%	-$157K	﹤0.01%	3813
2025 Q4	$367K	Buy	94,461 +53,109	+128%	+$220K	﹤0.01%	3099
2025 Q3	$186K	Buy	+41,352	New	+$193K	﹤0.01%	3516
2017 Q2	–	Sell	-50	Closed	-$6K	–	4750
2017 Q1	$6K	Buy	50 +12	+32%	+$1.62K	﹤0.01%	3881
2016 Q4	$6K	Sell	38 -500	-93%	-$73.7K	﹤0.01%	3862
2016 Q3	$79K	Buy	538 +500	+1,316%	+$76.2K	﹤0.01%	2010
2016 Q2	$6K	Sell	38 -162	-81%	-$23.3K	﹤0.01%	3548
2016 Q1	$30K	Hold	200	–	–	﹤0.01%	2458
2015 Q4	$31K	Buy	+200	New	+$29.7K	﹤0.01%	2503
2015 Q2	–	Sell	-50	Closed	-$8K	–	2329
2015 Q1	$8K	Buy	+50	New	+$7.45K	﹤0.01%	3316

Other funds holding NCMI

Blantyre Capital London, United Kingdom $82.8M AUM 47.77% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Creative Planning's NCMI Position: Q1 2026 in Review

Creative Planning reduced its National CineMedia (NCMI) stake by 47% in Q1 2026, selling an estimated $157K and leaving 49,645 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Creative Planning first reported a position in NCMI in Q1 2015 and has held it in 10 quarters since. The position peaked at $367K in Q4 2025. 104 funds tracked by Wall St. Rank hold NCMI as of Q1 2026.

Creative Planning held 49,645 shares of National CineMedia worth $151K as of Q1 2026.
Creative Planning sold 44,816 National CineMedia shares in Q1 2026, an estimated $157K.
National CineMedia made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3813 holding.
Creative Planning first reported a position in National CineMedia in Q1 2015 and has held it in 10 quarters since.
Creative Planning's National CineMedia position peaked at $367K in Q4 2025.
104 funds tracked by Wall St. Rank held National CineMedia as of Q1 2026.

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