Creative Planning
FRBA icon

Creative Planning’s First Bank FRBA Stock Holding History

Creative Planning’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$714K Buy
40,265
+29,430
+272% +$473K ﹤0.01% 2910
2026
Q1 		$173K Sell
10,835
-548
-5% -$8.97K ﹤0.01% 3779
2025
Q4 		$187K Buy
+11,383
New +$182K ﹤0.01% 3576
2023
Q4 		– Sell
-3,000
Closed -$32.3K – 2880
2023
Q3 		$32.3K Buy
+3,000
New +$34.7K ﹤0.01% 2536

Other funds holding FRBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Creative Planning's FRBA Position: Q2 2026 in Review

Creative Planning increased its First Bank (FRBA) stake by 272% in Q2 2026, buying an estimated $473K and bringing the position to 40,265 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Creative Planning first reported a position in FRBA in Q3 2023 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Creative Planning held 40,265 shares of First Bank worth $714K as of Q2 2026.
  • Creative Planning bought 29,430 First Bank shares in Q2 2026, an estimated $473K.
  • First Bank made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2910 holding.
  • Creative Planning first reported a position in First Bank in Q3 2023 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

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