Creative Planning’s Bank7 Corp BSVN Stock Holding History

Creative Planning’s Portfolio BSVN Stock Details BSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$500K	Buy	+9,166	New	+$477K	﹤0.01%	3287

Other funds holding BSVN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Creative Planning's BSVN Position: Q3 2026 in Review

Creative Planning opened a new position in Bank7 Corp (BSVN) in Q3 2026: 9,166 shares worth $500K. The stake represents ﹤0.01% of the portfolio and ranks #3287 among its holdings.

22 funds tracked by Wall St. Rank hold BSVN as of Q3 2026.

Creative Planning held 9,166 shares of Bank7 Corp worth $500K as of Q3 2026.
Bank7 Corp was a new Creative Planning position in Q3 2026.
Bank7 Corp made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3287 holding.
22 funds tracked by Wall St. Rank held Bank7 Corp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.