Lakeshore Financial Planning’s CCC Intelligent Solutions CCC Stock Holding History

Lakeshore Financial Planning’s Portfolio CCC Stock Details CCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$390K	Hold	58,520	–	–	0.12%	54
2026 Q2	$302K	Hold	58,520	–	–	0.1%	65
2026 Q1	$351K	Hold	58,520	–	–	0.13%	53
2025 Q4	$465K	Sell	58,520 -41,100	-41%	-$334K	0.17%	42
2025 Q3	$908K	Hold	99,620	–	–	0.34%	24
2025 Q2	$937K	Hold	99,620	–	–	0.38%	23
2025 Q1	$900K	Hold	99,620	–	–	0.37%	22
2024 Q4	$1.17M	Sell	99,620 -16,700	-14%	-$193K	0.5%	19
2024 Q3	$1.29M	Hold	116,320	–	–	0.57%	19
2024 Q2	$1.29M	Hold	116,320	–	–	0.63%	18
2024 Q1	$1.39M	Hold	116,320	–	–	0.7%	18
2023 Q4	$1.32M	Sell	116,320 -20,000	-15%	-$233K	0.74%	18
2023 Q3	$1.82M	Buy	+136,320	New	+$1.5M	1.04%	16

Other funds holding CCC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Lakeshore Financial Planning's CCC Position: Q3 2026 in Review

Lakeshore Financial Planning held its CCC Intelligent Solutions (CCC) position steady in Q3 2026 at 58,520 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #54.

Lakeshore Financial Planning first reported a position in CCC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q3 2023. 14 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

Lakeshore Financial Planning held 58,520 shares of CCC Intelligent Solutions worth $390K as of Q3 2026.
Lakeshore Financial Planning left its CCC Intelligent Solutions share count unchanged in Q3 2026.
CCC Intelligent Solutions made up 0.12% of Lakeshore Financial Planning's portfolio in Q3 2026, its #54 holding.
Lakeshore Financial Planning first reported a position in CCC Intelligent Solutions in Q3 2023 and has held it in 13 quarters since.
Lakeshore Financial Planning's CCC Intelligent Solutions position peaked at $1.82M in Q3 2023.
14 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.