Creative Planning
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Creative Planning’s First Community Bankshares FCBC Stock Holding History

Creative Planning’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
66,600
+11,915
+22% +$512K ﹤0.01% 1798
2026
Q1 		$2.27M Buy
54,685
+4,380
+9% +$167K ﹤0.01% 1799
2025
Q4 		$1.7M Buy
50,305
+32,198
+178% +$1.08M ﹤0.01% 1850
2025
Q3 		$630K Sell
18,107
-121
-0.7% -$4.58K ﹤0.01% 2528
2025
Q2 		$714K Buy
18,228
+4,094
+29% +$156K ﹤0.01% 2139
2025
Q1 		$533K Sell
14,134
-975
-6% -$39.7K ﹤0.01% 2223
2024
Q4 		$629K Buy
15,109
+6,611
+78% +$291K ﹤0.01% 2020
2024
Q3 		$367K Buy
+8,498
New +$355K ﹤0.01% 2361
2017
Q3 		– Sell
-908
Closed -$25K – 2477
2017
Q2 		$25K Hold
908
– – ﹤0.01% 3018
2017
Q1 		$23K Buy
+908
New +$24.9K ﹤0.01% 3035

Other funds holding FCBC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's FCBC Position: Q2 2026 in Review

Creative Planning increased its First Community Bankshares (FCBC) stake by 22% in Q2 2026, buying an estimated $512K and bringing the position to 66,600 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Creative Planning first reported a position in FCBC in Q1 2017 and has held it in 10 quarters since. 146 funds tracked by Wall St. Rank hold FCBC as of Q2 2026.

  • Creative Planning held 66,600 shares of First Community Bankshares worth $2.96M as of Q2 2026.
  • Creative Planning bought 11,915 First Community Bankshares shares in Q2 2026, an estimated $512K.
  • First Community Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1798 holding.
  • Creative Planning first reported a position in First Community Bankshares in Q1 2017 and has held it in 10 quarters since.
  • 146 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2026.

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