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
Q2 		$2.38M Buy
32,959
+5,007
+18% +$334K ﹤0.01% 1946
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Planning's CTBI Position: Q2 2026 in Review

Creative Planning increased its Community Trust Bancorp (CTBI) stake by 18% in Q2 2026, buying an estimated $334K and bringing the position to 32,959 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Creative Planning first reported a position in CTBI in Q4 2013 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold CTBI as of Q2 2026.

  • Creative Planning held 32,959 shares of Community Trust Bancorp worth $2.38M as of Q2 2026.
  • Creative Planning bought 5,007 Community Trust Bancorp shares in Q2 2026, an estimated $334K.
  • Community Trust Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1946 holding.
  • Creative Planning first reported a position in Community Trust Bancorp in Q4 2013 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q2 2026.

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