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 Q2	$406K	Sell	25,000 -5,000	-17%	-$76.2K	﹤0.01%	3349
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 $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

Creative Planning's FDSB Position: Q2 2026 in Review

Creative Planning reduced its Fifth District Bancorp (FDSB) stake by 17% in Q2 2026, selling an estimated $76.2K and leaving 25,000 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Creative Planning first reported a position in FDSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $757K in Q4 2024. 24 funds tracked by Wall St. Rank hold FDSB as of Q2 2026.

Creative Planning held 25,000 shares of Fifth District Bancorp worth $406K as of Q2 2026.
Creative Planning sold 5,000 Fifth District Bancorp shares in Q2 2026, an estimated $76.2K.
Fifth District Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3349 holding.
Creative Planning first reported a position in Fifth District Bancorp in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Fifth District Bancorp position peaked at $757K in Q4 2024.
24 funds tracked by Wall St. Rank held Fifth District Bancorp as of Q2 2026.

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