Creative Planning’s Fifth District Bancorp FDSB Stock Holding History

Creative Planning’s Portfolio FDSB Stock Details FDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$445K	Sell	30,000 -10,000	-25%	-$149K	﹤0.01%	3115
2025 Q4	$600K	Sell	40,000 -9,781	-20%	-$134K	﹤0.01%	2683
2025 Q3	$688K	Sell	49,781 -10,219	-17%	-$137K	﹤0.01%	2445
2025 Q2	$741K	Hold	60,000	–	–	﹤0.01%	2105
2025 Q1	$732K	Hold	60,000	–	–	﹤0.01%	1975
2024 Q4	$757K	Hold	60,000	–	–	﹤0.01%	1877
2024 Q3	$622K	Buy	+60,000	New	+$621K	﹤0.01%	1919

Other funds holding FDSB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Creative Planning's FDSB Position: Q1 2026 in Review

Creative Planning reduced its Fifth District Bancorp (FDSB) stake by 25% in Q1 2026, selling an estimated $149K and leaving 30,000 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

Creative Planning first reported a position in FDSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $757K in Q4 2024. 23 funds tracked by Wall St. Rank hold FDSB as of Q1 2026.

Creative Planning held 30,000 shares of Fifth District Bancorp worth $445K as of Q1 2026.
Creative Planning sold 10,000 Fifth District Bancorp shares in Q1 2026, an estimated $149K.
Fifth District Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3115 holding.
Creative Planning first reported a position in Fifth District Bancorp in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Fifth District Bancorp position peaked at $757K in Q4 2024.
23 funds tracked by Wall St. Rank held Fifth District Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.