Creative Planning
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Creative Planning’s Northeast Bank NBN Stock Holding History

Creative Planning’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Buy
+3,073
New +$347K ﹤0.01% 3312
2025
Q4 		– Sell
-2,400
Closed -$240K – 4040
2025
Q3 		$240K Buy
+2,400
New +$245K ﹤0.01% 3322
2025
Q1 		– Sell
-30
Closed -$2.75K – 3643
2024
Q4 		$2.75K Buy
+30
New +$2.76K ﹤0.01% 3445
2017
Q3 		– Sell
-525
Closed -$11K – 3048
2017
Q2 		$11K Hold
525
– – ﹤0.01% 3575
2017
Q1 		$8K Hold
525
– – ﹤0.01% 3724
2016
Q4 		$7K Buy
+525
New +$6.07K ﹤0.01% 3780

Other funds holding NBN

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return

Creative Planning's NBN Position: Q1 2026 in Review

Creative Planning opened a new position in Northeast Bank (NBN) in Q1 2026: 3,073 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #3312 among its holdings. This is a return to the name: Creative Planning previously reported a position in NBN as recently as Q3 2025.

Creative Planning first reported a position in NBN in Q4 2016 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold NBN as of Q1 2026.

  • Creative Planning held 3,073 shares of Northeast Bank worth $345K as of Q1 2026.
  • Northeast Bank was a new Creative Planning position in Q1 2026.
  • Northeast Bank made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3312 holding.
  • Creative Planning first reported a position in Northeast Bank in Q4 2016 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Northeast Bank as of Q1 2026.

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