Creative Planning’s Republic Bancorp RBCAA Stock Holding History

Creative Planning’s Portfolio RBCAA Stock Details RBCAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Buy	10,020 +1,134	+13%	+$80K	﹤0.01%	2751
2025 Q4	$613K	Sell	8,886 -2,160	-20%	-$150K	﹤0.01%	2659
2025 Q3	$798K	Buy	11,046 +1,513	+16%	+$112K	﹤0.01%	2334
2025 Q2	$697K	Buy	9,533 +1,784	+23%	+$122K	﹤0.01%	2158
2025 Q1	$495K	Buy	7,749 +1,558	+25%	+$103K	﹤0.01%	2305
2024 Q4	$433K	Buy	6,191 +2,187	+55%	+$156K	﹤0.01%	2360
2024 Q3	$261K	Buy	+4,004	New	+$245K	﹤0.01%	2635
2022 Q4	–	Sell	-8,400	Closed	-$322K	–	2585
2022 Q3	$322K	Hold	8,400	–	–	﹤0.01%	1611
2022 Q2	$405K	Hold	8,400	–	–	﹤0.01%	1437
2022 Q1	$377K	Sell	8,400 -1,000	-11%	-$47.8K	﹤0.01%	1490
2021 Q4	$478K	Sell	9,400 -1,000	-10%	-$53.3K	﹤0.01%	1329
2021 Q3	$527K	Hold	10,400	–	–	﹤0.01%	1256
2021 Q2	$480K	Sell	10,400 -900	-8%	-$41.1K	﹤0.01%	1299
2021 Q1	$500K	Buy	11,300 +400	+4%	+$16.6K	﹤0.01%	1444
2020 Q4	$393K	Hold	10,900	–	–	﹤0.01%	1456
2020 Q3	$307K	Hold	10,900	–	–	﹤0.01%	1411
2020 Q2	$357K	Sell	10,900 -250	-2%	-$7.9K	﹤0.01%	1209
2020 Q1	$368K	Hold	11,150	–	–	﹤0.01%	1092
2019 Q4	$522K	Hold	11,150	–	–	﹤0.01%	1085
2019 Q3	$484K	Hold	11,150	–	–	﹤0.01%	1079
2019 Q2	$555K	Hold	11,150	–	–	﹤0.01%	1021
2019 Q1	$499K	Buy	11,150 +900	+9%	+$38.1K	﹤0.01%	1030
2018 Q4	$397K	Hold	10,250	–	–	﹤0.01%	1078
2018 Q3	$473K	Hold	10,250	–	–	﹤0.01%	1106
2018 Q2	$464K	Hold	10,250	–	–	﹤0.01%	1107
2018 Q1	$393K	Hold	10,250	–	–	﹤0.01%	1202
2017 Q4	$390K	Hold	10,250	–	–	﹤0.01%	1213
2017 Q3	$399K	Hold	10,250	–	–	﹤0.01%	1153
2017 Q2	$366K	Hold	10,250	–	–	﹤0.01%	1178
2017 Q1	$352K	Hold	10,250	–	–	﹤0.01%	1175
2016 Q4	$405K	Sell	10,250 -4,750	-32%	-$165K	﹤0.01%	1028
2016 Q3	$466K	Hold	15,000	–	–	﹤0.01%	932
2016 Q2	$414K	Hold	15,000	–	–	﹤0.01%	870
2016 Q1	$387K	Hold	15,000	–	–	﹤0.01%	862
2015 Q4	$396K	Hold	15,000	–	–	﹤0.01%	867
2015 Q3	$368K	Hold	15,000	–	–	﹤0.01%	871
2015 Q2	$386K	Hold	15,000	–	–	﹤0.01%	736
2015 Q1	$371K	Hold	15,000	–	–	﹤0.01%	879
2014 Q4	$371K	Hold	15,000	–	–	﹤0.01%	828
2014 Q3	$355K	Hold	15,000	–	–	﹤0.01%	791
2014 Q2	$356K	Hold	15,000	–	–	﹤0.01%	774
2014 Q1	$339K	Hold	15,000	–	–	0.01%	772
2013 Q4	$368K	Hold	15,000	–	–	0.01%	613
2013 Q3	$413K	Hold	15,000	–	–	0.01%	499
2013 Q2	$329K	Buy	+15,000	New	+$337K	0.01%	518

Other funds holding RBCAA

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's RBCAA Position: Q1 2026 in Review

Creative Planning increased its Republic Bancorp (RBCAA) stake by 13% in Q1 2026, buying an estimated $80K and bringing the position to 10,020 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Creative Planning first reported a position in RBCAA in Q2 2013 and has held it in 45 quarters since. The position peaked at $798K in Q3 2025. 148 funds tracked by Wall St. Rank hold RBCAA as of Q1 2026.

Creative Planning held 10,020 shares of Republic Bancorp worth $707K as of Q1 2026.
Creative Planning bought 1,134 Republic Bancorp shares in Q1 2026, an estimated $80K.
Republic Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2751 holding.
Creative Planning first reported a position in Republic Bancorp in Q2 2013 and has held it in 45 quarters since.
Creative Planning's Republic Bancorp position peaked at $798K in Q3 2025.
148 funds tracked by Wall St. Rank held Republic Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.