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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FIS holding history

Fidelity National Information Services, 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.

FIS overviewAll 13F holders of FISFull Q2 2026 holdings

Shares (Q2 2026)
374,059
Value
$14.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FIS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026374,059$14.5M<0.1%+81,338+27.8%AddedHolders
Q1 2026292,721$13.7M<0.1%+199,341+213.5%AddedHolders
Q4 202593,380$6.21M<0.1%+1,194+1.3%AddedHolders
Q3 202592,186$6.08M<0.1%−14,093−13.3%ReducedHolders
Q2 2025106,279$8.65M<0.1%+3,720+3.6%AddedHolders
Q1 2025102,559$7.66M<0.1%+40,028+64.0%AddedHolders
Q4 202462,531$5.05M<0.1%−6,492−9.4%ReducedHolders
Q3 202469,023$5.78M<0.1%+4,452+6.9%AddedHolders
Q2 202464,571$4.87M<0.1%+7,656+13.5%AddedHolders
Q1 202456,915$4.22M<0.1%+12,733+28.8%AddedHolders
Q4 202344,182$2.65M<0.1%−39,898−47.5%ReducedHolders
Q3 202384,080$4.65M<0.1%+2,668+3.3%AddedHolders
Q2 202381,412$4.45M<0.1%+35,316+76.6%AddedHolders
Q1 202346,096$2.50M<0.1%−32,576−41.4%ReducedHolders
Q4 202278,672$5.34M<0.1%+4,002+5.4%AddedHolders
Q3 202274,670$5.64M<0.1%+1,096+1.5%AddedHolders
Q2 202273,574$6.75M<0.1%−1,130−1.5%ReducedHolders
Q1 202274,704$7.50M<0.1%−2,799−3.6%ReducedHolders
Q4 202177,503$8.46M<0.1%−270.0%ReducedHolders
Q3 202177,530$9.43M<0.1%+1,471+1.9%AddedHolders
Q2 202176,059$10.8M<0.1%−4,338−5.4%ReducedHolders
Q1 202180,397$11.3M<0.1%––Holders

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