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
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 $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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return