Creative Planning’s Central Bancompany Inc CBC Stock Holding History

Creative Planning’s Portfolio CBC Stock Details CBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Buy	+8,286	New	+$225K	﹤0.01%	3709

Other funds holding CBC

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Creative Planning's CBC Position: Q2 2026 in Review

Creative Planning opened a new position in Central Bancompany Inc (CBC) in Q2 2026: 8,286 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3709 among its holdings.

144 funds tracked by Wall St. Rank hold CBC as of Q2 2026.

Creative Planning held 8,286 shares of Central Bancompany Inc worth $252K as of Q2 2026.
Central Bancompany Inc was a new Creative Planning position in Q2 2026.
Central Bancompany Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3709 holding.
144 funds tracked by Wall St. Rank held Central Bancompany Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.