Creative Planning
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Creative Planning’s Northeast Community Bancorp NECB Stock Holding History

Creative Planning’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Buy
+7,715
New +$206K ﹤0.01% 3974
2025
Q1 		– Sell
-303
Closed -$7.41K – 3644
2024
Q4 		$7.41K Buy
+303
New +$8.32K ﹤0.01% 3396

Other funds holding NECB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Creative Planning's NECB Position: Q3 2026 in Review

Creative Planning opened a new position in Northeast Community Bancorp (NECB) in Q3 2026: 7,715 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3974 among its holdings. This is a return to the name: Creative Planning previously reported a position in NECB as recently as Q4 2024.

Creative Planning first reported a position in NECB in Q4 2024 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

  • Creative Planning held 7,715 shares of Northeast Community Bancorp worth $201K as of Q3 2026.
  • Northeast Community Bancorp was a new Creative Planning position in Q3 2026.
  • Northeast Community Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3974 holding.
  • Creative Planning first reported a position in Northeast Community Bancorp in Q4 2024 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.