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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FNF holding history

Fidelity National Financial, 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.

FNF overviewAll 13F holders of FNFFull Q2 2026 holdings

Shares (Q2 2026)
76,725
Value
$3.62M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FNF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,725$3.62M<0.1%+15,795+25.9%AddedHolders
Q1 202660,930$2.83M<0.1%−25,403−29.4%ReducedHolders
Q4 202586,333$4.71M<0.1%+29,002+50.6%AddedHolders
Q3 202557,331$3.47M<0.1%+31,797+124.5%AddedHolders
Q2 202525,534$1.43M<0.1%−421−1.6%ReducedHolders
Q1 202525,955$1.69M<0.1%+1,293+5.2%AddedHolders
Q4 202424,662$1.38M<0.1%−241−1.0%ReducedHolders
Q3 202424,903$1.55M<0.1%−1,449−5.5%ReducedHolders
Q2 202426,352$1.30M<0.1%−1,653−5.9%ReducedHolders
Q1 202428,005$1.49M<0.1%+4,237+17.8%AddedHolders
Q4 202323,768$1.21M<0.1%+679+2.9%AddedHolders
Q3 202323,089$953.4K<0.1%+2,021+9.6%AddedHolders
Q2 202321,068$758.5K<0.1%+1,551+7.9%AddedHolders
Q1 202319,517$681.7K<0.1%−2,167−10.0%ReducedHolders
Q4 202221,684$815.8K<0.1%+1,231+6.0%AddedHolders
Q3 202220,453$740.0K<0.1%+1,140+5.9%AddedHolders
Q2 202219,313$714.0K<0.1%−1,599−7.6%ReducedHolders
Q1 202220,912$1.02M<0.1%+2,491+13.5%AddedHolders
Q4 202118,421$961.0K<0.1%−48−0.3%ReducedHolders
Q3 202118,469$837.0K<0.1%+7,901+74.8%AddedHolders
Q2 202110,568$459.0K<0.1%−8,733−45.2%ReducedHolders
Q1 202119,301$785.0K<0.1%––Holders

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