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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
434,304
Value
$30.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CFG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026434,304$30.4M<0.1%+30,161+7.5%AddedHolders
Q1 2026404,143$24.2M<0.1%+74,727+22.7%AddedHolders
Q4 2025329,416$19.2M<0.1%+71,530+27.7%AddedHolders
Q3 2025257,886$13.7M<0.1%+33,396+14.9%AddedHolders
Q2 2025224,490$10.0M<0.1%+10,835+5.1%AddedHolders
Q1 2025213,655$8.75M<0.1%+11,739+5.8%AddedHolders
Q4 2024201,916$8.84M<0.1%−6,560−3.1%ReducedHolders
Q3 2024208,476$8.56M<0.1%+2,245+1.1%AddedHolders
Q2 2024206,231$7.43M<0.1%+9,763+5.0%AddedHolders
Q1 2024196,468$7.13M<0.1%+3,723+1.9%AddedHolders
Q4 2023192,745$6.39M<0.1%−1,386−0.7%ReducedHolders
Q3 2023194,131$5.20M<0.1%−11,488−5.6%ReducedHolders
Q2 2023205,619$5.36M<0.1%+138,385+205.8%AddedHolders
Q1 202367,234$2.04M<0.1%−11,544−14.7%ReducedHolders
Q4 202278,778$3.10M<0.1%+9,584+13.9%AddedHolders
Q3 202269,194$2.38M<0.1%+22,977+49.7%AddedHolders
Q2 202246,217$1.65M<0.1%+7,344+18.9%AddedHolders
Q1 202238,873$1.76M<0.1%+9,894+34.1%AddedHolders
Q4 202128,979$1.37M<0.1%+2,238+8.4%AddedHolders
Q3 202126,741$1.26M<0.1%+7,388+38.2%AddedHolders
Q2 202119,353$888.0K<0.1%−13,585−41.2%ReducedHolders
Q1 202132,938$1.45M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.