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
2025
Q1 		– Sell
-303
Closed -$7.41K – 3644
2024
Q4 		$7.41K Buy
+303
New +$8.32K ﹤0.01% 3396

Other funds holding NECB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Creative Planning's NECB Position: Q1 2025 in Review

Creative Planning sold out of Northeast Community Bancorp (NECB) in Q1 2025, closing a stake of 303 shares — an estimated $7.41K sold.

Creative Planning first reported a position in NECB in Q4 2024 and held it in 1 quarter. The position peaked at $7.41K in Q4 2024. 108 funds tracked by Wall St. Rank hold NECB as of Q1 2025.

  • Creative Planning reported no remaining Northeast Community Bancorp position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 303 Northeast Community Bancorp shares in Q1 2025, an estimated $7.41K.
  • Creative Planning first reported a position in Northeast Community Bancorp in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Northeast Community Bancorp position peaked at $7.41K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.