Creative Planning
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Creative Planning’s First Northwest Bancorp FNWB Stock Holding History

Creative Planning’s Portfolio FNWB Stock Details FNWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
+24,491
New +$244K ﹤0.01% 3672
2020
Q4 		– Sell
-13,700
Closed -$136K – 2389
2020
Q3 		$136K Sell
13,700
-360
-3% -$4.12K ﹤0.01% 1778
2020
Q2 		$175K Hold
14,060
– – ﹤0.01% 1565
2020
Q1 		$153K Buy
14,060
+2,625
+23% +$40.2K ﹤0.01% 1449
2019
Q4 		$207K Hold
11,435
– – ﹤0.01% 1618
2019
Q3 		$198K Buy
+11,435
New +$186K ﹤0.01% 1612

Other funds holding FNWB

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return

Creative Planning's FNWB Position: Q2 2026 in Review

Creative Planning opened a new position in First Northwest Bancorp (FNWB) in Q2 2026: 24,491 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #3672 among its holdings. This is a return to the name: Creative Planning previously reported a position in FNWB as recently as Q3 2020.

Creative Planning first reported a position in FNWB in Q3 2019 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold FNWB as of Q2 2026.

  • Creative Planning held 24,491 shares of First Northwest Bancorp worth $265K as of Q2 2026.
  • First Northwest Bancorp was a new Creative Planning position in Q2 2026.
  • First Northwest Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3672 holding.
  • Creative Planning first reported a position in First Northwest Bancorp in Q3 2019 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held First Northwest Bancorp as of Q2 2026.

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