Creative Planning
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Creative Planning’s Plumas Bancorp PLBC Stock Holding History

Creative Planning’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
+5,372
New +$284K ﹤0.01% 3527
2017
Q3 		– Sell
-21
Closed – – 3214
2017
Q2 		$0 Hold
21
– – ﹤0.01% 4773
2017
Q1 		$0 Buy
+21
New +$371 ﹤0.01% 4846

Other funds holding PLBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's PLBC Position: Q2 2026 in Review

Creative Planning opened a new position in Plumas Bancorp (PLBC) in Q2 2026: 5,372 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #3527 among its holdings. This is a return to the name: Creative Planning previously reported a position in PLBC as recently as Q2 2017.

Creative Planning first reported a position in PLBC in Q1 2017 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

  • Creative Planning held 5,372 shares of Plumas Bancorp worth $314K as of Q2 2026.
  • Plumas Bancorp was a new Creative Planning position in Q2 2026.
  • Plumas Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3527 holding.
  • Creative Planning first reported a position in Plumas Bancorp in Q1 2017 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

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