Creative Planning Banks—Regional

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68B
$33.5 Million 0.03% of portfolio
794,100
Q1 2025 Added 17.46%
$4.48B
$20.1 Million 0.02% of portfolio
243,138
Q1 2025 Added 287.88%
$7.67B
$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%
$29.5B
$12.1 Million 0.01% of portfolio
309,354
Q1 2025 Added 27.99%
$59.3B
$11.5 Million 0.01% of portfolio
279,468
Q1 2025 Reduced 10.64%
$24.1B
$8.75 Million 0.01% of portfolio
213,655
Q1 2025 Added 5.81%
$794M
$7.6 Million 0.01% of portfolio
217,766
Q1 2025 Added 161.55%
$5.24B
$7.19 Million 0.01% of portfolio
71,077
Q1 2025 Added 41.15%
$13.2B
$6.95 Million 0.01% of portfolio
208,068
Q1 2025 Added 21.17%
$33.8B
$6.78 Million 0.01% of portfolio
37,955
Q1 2025 Added 22.7%
$71.4B
$6.64 Million 0.01% of portfolio
1,204,732
Q1 2025 Added 19.62%
$1.15B
$5.54 Million 0.01% of portfolio
54,995
Q1 2025 Added 4.26%
$24.3B
$4.88 Million 0.0% of portfolio
224,587
Q1 2025 Added 9.8%
$24.3B
$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%
$146B
$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%
$32.1B
$4.18 Million 0.0% of portfolio
77,308
Q1 2025 Reduced 12.52%
$6.63B
$3.42 Million 0.0% of portfolio
161,174
Q1 2025 Added 40.96%
$2.87B
$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%
$7.34B
$3.2 Million 0.0% of portfolio
34,430
Q1 2025 Added 38.38%
$671M
$3.12 Million 0.0% of portfolio
63,642
Q1 2025 Added 11.75%
$2.16B
$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%
$10.6B
$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%
$3.85B
$2.6 Million 0.0% of portfolio
115,502
Q1 2025 Added 73.02%
$2.33B
$2.47 Million 0.0% of portfolio
98,795
Q1 2025 Added 25.37%
$5.35B
$2.45 Million 0.0% of portfolio
68,260
Q1 2025 Added 26.01%
$6.12B
$2.41 Million 0.0% of portfolio
85,386
Q1 2025 Reduced 41.89%
$8.08B
$2.4 Million 0.0% of portfolio
51,338
Q1 2025 Added 19.78%
$5.01B
$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%
$8.93B
$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%
$17.1B
$2.06 Million 0.0% of portfolio
129,032
Q1 2025 Added 20.62%
$500M
$2.03 Million 0.0% of portfolio
65,841
Q1 2025 Added 2.31%
$2.78B
$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%
$2.28B
$1.87 Million 0.0% of portfolio
40,354
Q1 2025 Added 48.28%
$5B
$1.81 Million 0.0% of portfolio
52,233
Q1 2025 Reduced 0.37%
$8.47B
$1.76 Million 0.0% of portfolio
35,330
Q1 2025 Added 87.14%
$8.27B
$1.73 Million 0.0% of portfolio
29,263
Q1 2025 Added 30.48%
$8.81B
$1.72 Million 0.0% of portfolio
13,733
Q1 2025 Added 24.48%
$2.42B
$1.72 Million 0.0% of portfolio
42,454
Q1 2025 Added 17.8%
$254M
$1.7 Million 0.0% of portfolio
40,805
Q1 2025 Added 0.03%
Filter Shares Options
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email