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
Q2 		$716K Buy
5,399
+2,326
+76% +$288K ﹤0.01% 2905
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Creative Planning's NBN Position: Q2 2026 in Review

Creative Planning increased its Northeast Bank (NBN) stake by 76% in Q2 2026, buying an estimated $288K and bringing the position to 5,399 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Creative Planning first reported a position in NBN in Q4 2016 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold NBN as of Q2 2026.

  • Creative Planning held 5,399 shares of Northeast Bank worth $716K as of Q2 2026.
  • Creative Planning bought 2,326 Northeast Bank shares in Q2 2026, an estimated $288K.
  • Northeast Bank made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2905 holding.
  • Creative Planning first reported a position in Northeast Bank in Q4 2016 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Northeast Bank as of Q2 2026.

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