Creative Planning Banks—Regional

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.4B
$33.5 Million 0.03% of portfolio
794,100
Q1 2025 Added 17.46%
$4.53B
$20.1 Million 0.02% of portfolio
243,138
Q1 2025 Added 287.88%
$7.37B
$16.1 Million 0.02% of portfolio
259,037
Q1 2025 Added 2.74%
$79.2B
$15.7 Million 0.01% of portfolio
89,527
Q1 2025 Added 7.08%
$29.3B
$12.1 Million 0.01% of portfolio
309,354
Q1 2025 Added 27.99%
$60.3B
$11.5 Million 0.01% of portfolio
279,468
Q1 2025 Reduced 10.64%
$24.4B
$8.75 Million 0.01% of portfolio
213,655
Q1 2025 Added 5.81%
$796M
$7.6 Million 0.01% of portfolio
217,766
Q1 2025 Added 161.55%
$5.25B
$7.19 Million 0.01% of portfolio
71,077
Q1 2025 Added 41.15%
$13.4B
$6.95 Million 0.01% of portfolio
208,068
Q1 2025 Added 21.17%
$33.5B
$6.78 Million 0.01% of portfolio
37,955
Q1 2025 Added 22.7%
$78.5B
$6.64 Million 0.01% of portfolio
1,204,732
Q1 2025 Added 19.62%
$1.17B
$5.54 Million 0.01% of portfolio
54,995
Q1 2025 Added 4.26%
$24.6B
$4.88 Million 0.0% of portfolio
224,587
Q1 2025 Added 9.8%
$24B
$4.8 Million 0.0% of portfolio
319,800
Q1 2025 Added 33.14%
$71.5B
$4.55 Million 0.0% of portfolio
1,191,803
Q1 2025 Added 22.07%
$145B
$4.25 Million 0.0% of portfolio
64,009
Q1 2025 Reduced 56.77%
$1.33B
$4.25 Million 0.0% of portfolio
196,691
Q1 2025 Added 261.6%
$34.9B
$4.18 Million 0.0% of portfolio
77,308
Q1 2025 Reduced 12.52%
$6.53B
$3.42 Million 0.0% of portfolio
161,174
Q1 2025 Added 40.96%
$2.88B
$3.37 Million 0.0% of portfolio
205,516
Q1 2025 Added 21.39%
$17.8B
$3.31 Million 0.0% of portfolio
95,650
Q1 2025 Reduced 19.47%
$7.41B
$3.2 Million 0.0% of portfolio
34,430
Q1 2025 Added 38.38%
$680M
$3.12 Million 0.0% of portfolio
63,642
Q1 2025 Added 11.75%
$2.14B
$3.07 Million 0.0% of portfolio
57,096
Q1 2025 Added 36.74%
$1.94B
$3.04 Million 0.0% of portfolio
98,203
Q1 2025 Added 110.11%
$559M
$2.99 Million 0.0% of portfolio
85,646
Q1 2025 Added 7.9%
$10.8B
$2.96 Million 0.0% of portfolio
57,467
Q1 2025 Added 8.22%
$812M
$2.85 Million 0.0% of portfolio
84,394
Q1 2025 Added 1.56%
$3.87B
$2.6 Million 0.0% of portfolio
115,502
Q1 2025 Added 73.02%
$2.26B
$2.47 Million 0.0% of portfolio
98,795
Q1 2025 Added 25.37%
$5.26B
$2.45 Million 0.0% of portfolio
68,260
Q1 2025 Added 26.01%
$6.09B
$2.41 Million 0.0% of portfolio
85,386
Q1 2025 Reduced 41.89%
$8.25B
$2.4 Million 0.0% of portfolio
51,338
Q1 2025 Added 19.78%
$4.94B
$2.39 Million 0.0% of portfolio
54,021
Q1 2025 Added 10.59%
$31.7B
$2.37 Million 0.0% of portfolio
1,279
Q1 2025 Added 3.73%
$7.96B
$2.34 Million 0.0% of portfolio
22,061
Q1 2025 Added 13.27%
$11.9B
$2.08 Million 0.0% of portfolio
106,914
Q1 2025 Added 29.17%
$17.3B
$2.06 Million 0.0% of portfolio
129,032
Q1 2025 Added 20.62%
$488M
$2.03 Million 0.0% of portfolio
65,841
Q1 2025 Added 2.31%
$2.76B
$2.02 Million 0.0% of portfolio
13,375
Q1 2025 Added 118.8%
$1.25B
$1.96 Million 0.0% of portfolio
69,948
Q1 2025 Added 1.59%
$2.3B
$1.87 Million 0.0% of portfolio
40,354
Q1 2025 Added 48.28%
$4.99B
$1.81 Million 0.0% of portfolio
52,233
Q1 2025 Reduced 0.37%
$8.26B
$1.76 Million 0.0% of portfolio
35,330
Q1 2025 Added 87.14%
$8.83B
$1.73 Million 0.0% of portfolio
29,263
Q1 2025 Added 30.48%
$8.68B
$1.72 Million 0.0% of portfolio
13,733
Q1 2025 Added 24.48%
$2.45B
$1.72 Million 0.0% of portfolio
42,454
Q1 2025 Added 17.8%
$250M
$1.7 Million 0.0% of portfolio
40,805
Q1 2025 Added 0.03%
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