Financial Institutions shares owned by Creative Planning
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Financial Institutions
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Quarterly reported holdings in Financial Institutions by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 18k | 27.20 |
| 2025-06-30 | $438k | 17k | 25.68 |
| 2025-03-31 | $331k | 13k | 24.96 |
| 2024-12-31 | $279k | 10k | 27.29 |
| 2024-09-30 | $286k | 11k | 25.47 |
| 2024-06-30 | $216k | 11k | 19.32 |
| 2024-03-31 | $223k | 12k | 18.82 |
| 2023-12-31 | $239k | 11k | 21.30 |
| 2023-09-30 | $184k | 11k | 16.83 |
| 2023-06-30 | $173k | 11k | 15.74 |
| 2023-03-31 | $211k | 11k | 19.28 |
| 2022-12-31 | $267k | 11k | 24.36 |
| 2022-09-30 | $264k | 11k | 24.09 |
| 2022-06-30 | $285k | 11k | 26.02 |
| 2014-12-31 | $25k | 1.0k | 25.00 |
| 2014-09-30 | $22k | 1.0k | 22.00 |
| 2014-06-30 | $6.0k | 267 | 22.47 |
| 2011-12-31 | $16k | 1.0k | 16.00 |