Creative Planning’s NSTS Bancorp NSTS Stock Holding History

Creative Planning’s Portfolio NSTS Stock Details NSTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$619K	Hold	45,000	–	–	﹤0.01%	3027
2026 Q1	$525K	Hold	45,000	–	–	﹤0.01%	2997
2025 Q4	$583K	Hold	45,000	–	–	﹤0.01%	2703
2025 Q3	$519K	Hold	45,000	–	–	﹤0.01%	2685
2025 Q2	$555K	Hold	45,000	–	–	﹤0.01%	2372
2025 Q1	$508K	Hold	45,000	–	–	﹤0.01%	2271
2024 Q4	$531K	Hold	45,000	–	–	﹤0.01%	2163
2024 Q3	$466K	Hold	45,000	–	–	﹤0.01%	2170
2024 Q2	$433K	Hold	45,000	–	–	﹤0.01%	2054
2024 Q1	$429K	Hold	45,000	–	–	﹤0.01%	1962
2023 Q4	$428K	Hold	45,000	–	–	﹤0.01%	1813
2023 Q3	$407K	Hold	45,000	–	–	﹤0.01%	1703
2023 Q2	$411K	Hold	45,000	–	–	﹤0.01%	1680
2023 Q1	$409K	Hold	45,000	–	–	﹤0.01%	1608
2022 Q4	$456K	Buy	45,000 +30,000	+200%	+$311K	﹤0.01%	1480
2022 Q3	$162K	Hold	15,000	–	–	﹤0.01%	1960
2022 Q2	$168K	Buy	+15,000	New	+$173K	﹤0.01%	1907

Other funds holding NSTS

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.8% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raffles Associates New York $111M AUM 23.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RGC

Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Creative Planning's NSTS Position: Q2 2026 in Review

Creative Planning held its NSTS Bancorp (NSTS) position steady in Q2 2026 at 45,000 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Creative Planning first reported a position in NSTS in Q2 2022 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold NSTS as of Q2 2026.

Creative Planning held 45,000 shares of NSTS Bancorp worth $619K as of Q2 2026.
Creative Planning left its NSTS Bancorp share count unchanged in Q2 2026.
NSTS Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3027 holding.
Creative Planning first reported a position in NSTS Bancorp in Q2 2022 and has held it in 17 quarters since.
24 funds tracked by Wall St. Rank held NSTS Bancorp as of Q2 2026.

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