Creative Planning Banks—Regional

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$978M
$1.69 Million 0.0% of portfolio
69,587
Q1 2025 Added 48.03%
$1.9B
$1.68 Million 0.0% of portfolio
67,258
Q1 2025 Added 17.17%
$4.38B
$1.67 Million 0.0% of portfolio
15,160
Q1 2025 Added 20.36%
$2.01B
$1.66 Million 0.0% of portfolio
15,275
Q1 2025 Added 14.88%
$989M
$1.64 Million 0.0% of portfolio
50,943
Q1 2025 Added 38.88%
$2.33B
$1.64 Million 0.0% of portfolio
23,786
Q1 2025 Reduced 47.54%
$932M
$1.62 Million 0.0% of portfolio
57,166
Q1 2025 Reduced 6.12%
$8.22B
$1.56 Million 0.0% of portfolio
13,860
Q1 2025 Added 8.5%
$616M
$1.52 Million 0.0% of portfolio
37,648
Q1 2025 Reduced 9.59%
$1.41B
$1.5 Million 0.0% of portfolio
37,651
Q1 2025 Added 25.41%
$119B
$1.5 Million 0.0% of portfolio
47,724
Q1 2025 Reduced 5.39%
$4.88B
$1.43 Million 0.0% of portfolio
161,224
Q1 2025 Added 51.81%
$1.84B
$1.31 Million 0.0% of portfolio
11,127
Q1 2025 Added 1.17%
$5.21B
$1.29 Million 0.0% of portfolio
24,675
Q1 2025 Added 58.05%
$740M
$1.23 Million 0.0% of portfolio
22,167
Q1 2025 Reduced 6.71%
$621M
$1.19 Million 0.0% of portfolio
124,875
Q1 2025 Added 17.32%
$3.19B
$1.15 Million 0.0% of portfolio
40,263
Q1 2025 Added 16.21%
$5.61B
$1.14 Million 0.0% of portfolio
85,117
Q1 2025 Added 31.03%
$551M
$1.09 Million 0.0% of portfolio
99,620
Q1 2025 Added 40.3%
$10.7B
$1.04 Million 0.0% of portfolio
25,783
Q1 2025 Added 24.36%
$773M
$1 Million 0.0% of portfolio
23,054
Q1 2025 Added 10.21%
$1.27B
$981,000 0.0% of portfolio
13,760
Q1 2025 Reduced 4.7%
$3.25B
$976,000 0.0% of portfolio
53,960
Q1 2025 Added 57.84%
$443M
$972,000 0.0% of portfolio
155,425
Q1 2025 Reduced 34.13%
$890M
$964,000 0.0% of portfolio
32,528
Q1 2025 Reduced 25.7%
$18.3B
$933,000 0.0% of portfolio
5,013
Q1 2025 Added 5.67%
$691M
$922,000 0.0% of portfolio
61,201
Q1 2025 Added 7.72%
$6.23B
$894,000 0.0% of portfolio
20,588
Q1 2025 Added 2.76%
$1.32B
$893,000 0.0% of portfolio
9,884
Q1 2025 Added 27.5%
$609M
$893,000 0.0% of portfolio
28,741
Q1 2025 Added 2.86%
$6.47B
$880,000 0.0% of portfolio
29,018
Q1 2025 Reduced 21.11%
$469M
$849,000 0.0% of portfolio
28,673
Q1 2025 Added 20.88%
$670M
$837,000 0.0% of portfolio
40,561
Q1 2025 Added 242.17%
$456M
$829,000 0.0% of portfolio
16,057
Q1 2025 Added 0.07%
$717M
$810,000 0.0% of portfolio
26,308
Q1 2025 Reduced 30.94%
$1.02B
$799,000 0.0% of portfolio
15,872
Q1 2025 Reduced 6.05%
$4.34B
$798,000 0.0% of portfolio
12,664
Q1 2025 Added 99.28%
$1.64B
$786,000 0.0% of portfolio
52,401
Q1 2025 Added 67.9%
$1.38B
$752,000 0.0% of portfolio
43,845
Q1 2025 Reduced 1.54%
$543M
$749,000 0.0% of portfolio
26,390
Q1 2025 Reduced 4.46%
$943M
$747,000 0.0% of portfolio
11,872
Q1 2025 Added 65.6%
$267M
$721,000 0.0% of portfolio
23,936
Q1 2025 Added 0.03%
$533M
$720,000 0.0% of portfolio
3,029
Q1 2025 Added 34.98%
$1.4B
$700,000 0.0% of portfolio
26,288
Q1 2025 Added 197.24%
$2.58B
$693,000 0.0% of portfolio
20,297
Q1 2025 Added 1.09%
$474M
$683,000 0.0% of portfolio
23,179
Q1 2025 Added 27.3%
$1.1B
$677,000 0.0% of portfolio
39,803
Q1 2025 Reduced 19.47%
$8.37B
$663,000 0.0% of portfolio
7,188
Q1 2025 Added 0.56%
$329M
$660,000 0.0% of portfolio
48,761
Q1 2025 Added 18.64%
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