Creative Planning
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Creative Planning’s Community Trust Bancorp CTBI Stock Holding History

Creative Planning’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Buy
27,952
+3,173
+13% +$193K ﹤0.01% 2036
2025
Q4 		$1.4M Buy
24,779
+2,029
+9% +$112K ﹤0.01% 2012
2025
Q3 		$1.27M Buy
22,750
+5,931
+35% +$333K ﹤0.01% 1897
2025
Q2 		$890K Buy
16,819
+947
+6% +$47.6K ﹤0.01% 1961
2025
Q1 		$799K Sell
15,872
-1,022
-6% -$54.3K ﹤0.01% 1899
2024
Q4 		$896K Buy
16,894
+6,872
+69% +$376K ﹤0.01% 1725
2024
Q3 		$498K Buy
+10,022
New +$479K ﹤0.01% 2115
2018
Q3 		– Sell
-5,428
Closed -$271K – 2091
2018
Q2 		$271K Buy
+5,428
New +$268K ﹤0.01% 1428
2017
Q3 		– Sell
-101
Closed -$4K – 2266
2017
Q2 		$4K Buy
+101
New +$4.42K ﹤0.01% 4083
2014
Q1 		– Sell
-77
Closed -$3K – 3646
2013
Q4 		$3K Buy
+77
New +$3.02K ﹤0.01% 2986

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return