Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FCNCA holding history

First Citizens Bancshares 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.

FCNCA overviewAll 13F holders of FCNCAFull Q2 2026 holdings

Shares (Q2 2026)
2,630
Value
$5.47M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FCNCA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,630$5.47M<0.1%+171+7.0%AddedHolders
Q1 20262,459$4.63M<0.1%+496+25.3%AddedHolders
Q4 20251,963$4.21M<0.1%+264+15.5%AddedHolders
Q3 20251,699$3.04M<0.1%+106+6.7%AddedHolders
Q2 20251,593$3.12M<0.1%+314+24.6%AddedHolders
Q1 20251,279$2.37M<0.1%+46+3.7%AddedHolders
Q4 20241,233$2.61M<0.1%+95+8.3%AddedHolders
Q3 20241,138$2.10M<0.1%+49+4.5%AddedHolders
Q2 20241,089$1.83M<0.1%+47+4.5%AddedHolders
Q1 20241,042$1.70M<0.1%+98+10.4%AddedHolders
Q4 2023944$1.34M<0.1%+230+32.2%AddedHolders
Q3 2023714$985.6K<0.1%+55+8.3%AddedHolders
Q2 2023659$845.9K<0.1%+232+54.3%AddedHolders
Q1 2023427$415.6K<0.1%−170−28.5%ReducedHolders
Q4 2022597$452.9K<0.1%+91+18.0%AddedHolders
Q3 2022506$404.0K<0.1%−131−20.6%ReducedHolders
Q2 2022637$417.0K<0.1%+187+41.6%AddedHolders
Q1 2022450$299.0K<0.1%−24−5.1%ReducedHolders
Q4 2021474$394.0K<0.1%−187−28.3%ReducedHolders
Q3 2021661$557.0K<0.1%−1−0.2%ReducedHolders
Q2 2021662$551.0K<0.1%+21+3.3%AddedHolders
Q1 2021641$535.0K<0.1%––Holders

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