Creative Planning

Creative Planning’s Qfin Holdings QFIN Stock Holding History

Creative Planning’s Portfolio QFIN Stock Details QFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$837K	Sell	64,816 -55,064	-46%	-$847K	﹤0.01%	2608
2025 Q4	$2.31M	Buy	119,880 +72,208	+151%	+$1.62M	﹤0.01%	1611
2025 Q3	$1.37M	Sell	47,672 -1,440	-3%	-$49K	﹤0.01%	1835
2025 Q2	$2.13M	Buy	49,112 +5,574	+13%	+$232K	﹤0.01%	1263
2025 Q1	$1.96M	Buy	43,538 +6,869	+19%	+$284K	﹤0.01%	1190
2024 Q4	$1.41M	Buy	36,669 +5,593	+18%	+$194K	﹤0.01%	1382
2024 Q3	$926K	Buy	31,076 +4,045	+15%	+$92.1K	﹤0.01%	1573
2024 Q2	$533K	Buy	27,031 +7,163	+36%	+$140K	﹤0.01%	1891
2024 Q1	$366K	Buy	19,868 +5,928	+43%	+$93K	﹤0.01%	2093
2023 Q4	$221K	Buy	+13,940	New	+$214K	﹤0.01%	2341

Other funds holding QFIN

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.2B AUM 6.95% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return