Creative Planning Banks—Regional

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.02B
$635,000 0.0% of portfolio
20,886
Q1 2025 Added 94.9%
$7.11B
$631,000 0.0% of portfolio
6,065
Q1 2025 Added 8.77%
$1.21B
$611,000 0.0% of portfolio
16,319
Q1 2025 Reduced 17.17%
$3.25B
$606,000 0.0% of portfolio
24,799
Q1 2025 Reduced 4.09%
$828M
$602,000 0.0% of portfolio
36,219
Q1 2025 Added 2.01%
$4.46B
$597,000 0.0% of portfolio
7,992
Q1 2025 Added 34.27%
$399M
$585,000 0.0% of portfolio
26,539
Q1 2025 Added 16.07%
$525M
$580,000 0.0% of portfolio
11,151
Q1 2025 Added 33.61%
$456M
$571,000 0.0% of portfolio
12,113
Q1 2025 Added 74.21%
$8.94B
$558,000 0.0% of portfolio
7,275
Q1 2025 Reduced 2.86%
$501M
$545,000 0.0% of portfolio
24,530
Q1 2025 Reduced 11.74%
$61.8B
$538,000 0.0% of portfolio
97,927
Q1 2025 Added 147.5%
$664M
$532,000 0.0% of portfolio
14,134
Q1 2025 Reduced 6.45%
$474M
$520,000 0.0% of portfolio
39,862
Q1 2025 Added 18.53%
$64.6M
$508,000 0.0% of portfolio
45,000
Q4 2022 Added 200.0%
$1.32B
$494,000 0.0% of portfolio
7,749
Q1 2025 Added 25.17%
$532M
$473,000 0.0% of portfolio
13,911
Q1 2025 Added 8.25%
$1.7B
$471,000 0.0% of portfolio
11,737
Q1 2025 Added 0.57%
$3.53B
$439,000 0.0% of portfolio
10,207
Q1 2025 Reduced 3.37%
$855M
$435,000 0.0% of portfolio
77,695
Q1 2025 Added 0.82%
$3.65B
$427,000 0.0% of portfolio
34,482
Q1 2025 Reduced 31.06%
$1.49B
$423,000 0.0% of portfolio
11,447
Q1 2025 Added 89.99%
$498M
$398,000 0.0% of portfolio
14,063
Q1 2025 Added 43.34%
$895M
$363,000 0.0% of portfolio
25,642
Q1 2025 Reduced 3.44%
$857M
$361,000 0.0% of portfolio
6,459
Q1 2025 Added 0.08%
$409M
$355,000 0.0% of portfolio
20,762
Q1 2025 New
$2.46B
$354,000 0.0% of portfolio
11,377
Q1 2025 Reduced 13.11%
$148M
$351,000 0.0% of portfolio
21,000
Q2 2021 Reduced 84.44%
$14.3B
$350,000 0.0% of portfolio
13,240
Q1 2025 Added 6.23%
$1.1B
$349,000 0.0% of portfolio
12,534
Q1 2025 Reduced 5.0%
$418M
$331,000 0.0% of portfolio
13,263
Q1 2025 Added 29.6%
$11.1B
$322,000 0.0% of portfolio
14,157
Q1 2025 Added 16.74%
$994M
$307,000 0.0% of portfolio
10,607
Q1 2025 Added 0.73%
$6.65B
$297,000 0.0% of portfolio
4,172
Q1 2025 Reduced 4.64%
$5.13B
$284,000 0.0% of portfolio
4,409
Q1 2025 Added 6.86%
$539M
$254,000 0.0% of portfolio
6,351
Q1 2025 New
$1.79B
$233,000 0.0% of portfolio
9,078
Q1 2025 Added 6.67%
$815M
$228,000 0.0% of portfolio
3,033
Q1 2025 Added 1.81%
$3.59B
$221,000 0.0% of portfolio
4,264
Q1 2025 New
$1.91B
$215,000 0.0% of portfolio
39,392
Q1 2025 Reduced 1.44%
$464M
$206,000 0.0% of portfolio
7,399
Q1 2025 Reduced 1.75%
$132M
$204,000 0.0% of portfolio
7,513
Q1 2025 New
$547M
$203,000 0.0% of portfolio
2,783
Q1 2025 Added 1,819.31%
$298M
$155,000 0.0% of portfolio
30,024
Q1 2025 Added 45.13%
$1.68B
$147,000 0.0% of portfolio
12,290
Q1 2025 Reduced 8.97%
$67.3M
$126,000 0.0% of portfolio
13,750
Q3 2024 New
$29.8B
$126,000 0.0% of portfolio
56,677
Q1 2025 Reduced 30.24%
$844M
$112,000 0.0% of portfolio
10,290
Q1 2025 Reduced 1.75%
$127M
$62,000 0.0% of portfolio
11,145
Q3 2023 Reduced 1.07%
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