Creative Planning’s Landmark Bancorp LARK Stock Holding History

Creative Planning’s Portfolio LARK Stock Details LARK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,925	Closed	-$208K	–	4158
2025 Q4	$208K	Buy	7,925 +3	+0%	+$79	﹤0.01%	3517
2025 Q3	$201K	Buy	+7,922	New	+$199K	﹤0.01%	3479
2025 Q2	–	Sell	-7,889	Closed	-$205K	–	3749
2025 Q1	$205K	Buy	+7,889	New	+$185K	﹤0.01%	3050
2017 Q3	–	Sell	-5,714	Closed	-$110K	–	2887
2017 Q2	$110K	Hold	5,714	–	–	﹤0.01%	1922
2017 Q1	$109K	Hold	5,714	–	–	﹤0.01%	1896
2016 Q4	$103K	Sell	5,714 -2	-0%	-$34	﹤0.01%	1842
2016 Q3	$93K	Hold	5,716	–	–	﹤0.01%	1894
2016 Q2	$89K	Sell	5,716 -11	-0.2%	-$171	﹤0.01%	1744
2016 Q1	$88K	Hold	5,727	–	–	﹤0.01%	1713
2015 Q4	$92K	Buy	+5,727	New	+$89.6K	﹤0.01%	1684

Other funds holding LARK

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's LARK Position: Q1 2026 in Review

Creative Planning sold out of Landmark Bancorp (LARK) in Q1 2026, closing a stake of 7,925 shares — an estimated $208K sold.

Creative Planning first reported a position in LARK in Q4 2015 and held it in 10 quarters. The position peaked at $208K in Q4 2025. 64 funds tracked by Wall St. Rank hold LARK as of Q1 2026.

Creative Planning reported no remaining Landmark Bancorp position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 7,925 Landmark Bancorp shares in Q1 2026, an estimated $208K.
Creative Planning first reported a position in Landmark Bancorp in Q4 2015 and held it in 10 quarters.
Creative Planning's Landmark Bancorp position peaked at $208K in Q4 2025.
64 funds tracked by Wall St. Rank held Landmark Bancorp as of Q1 2026.

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