Creative Planning’s Territorial Bancorp Inc. TBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,044
| Closed | -$109K | – | 3824 |
|
|
2025
Q1 | $109K | Hold |
13,044
| – | – | ﹤0.01% | 3236 |
|
|
2024
Q4 | $127K | Hold |
13,044
| – | – | ﹤0.01% | 3107 |
|
|
2024
Q3 | $136K | Hold |
13,044
| – | – | ﹤0.01% | 2956 |
|
|
2024
Q2 | $106K | Hold |
13,044
| – | – | ﹤0.01% | 2830 |
|
|
2024
Q1 | $105K | Hold |
13,044
| – | – | ﹤0.01% | 2698 |
|
|
2023
Q4 | $145K | Hold |
13,044
| – | – | ﹤0.01% | 2512 |
|
|
2023
Q3 | $119K | Hold |
13,044
| – | – | ﹤0.01% | 2368 |
|
|
2023
Q2 | $160K | Sell |
13,044
-6,356
| -33% | -$87.4K | ﹤0.01% | 2264 |
|
|
2023
Q1 | $375K | Hold |
19,400
| – | – | ﹤0.01% | 1660 |
|
|
2022
Q4 | $466K | Hold |
19,400
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q3 | $360K | Hold |
19,400
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q2 | $404K | Hold |
19,400
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q1 | $466K | Hold |
19,400
| – | – | ﹤0.01% | 1357 |
|
|
2021
Q4 | $490K | Hold |
19,400
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q3 | $492K | Buy |
+19,400
| New | +$491K | ﹤0.01% | 1309 |
|
|
2021
Q2 | – | Sell |
-54,068
| Closed | -$1.43M | – | 2638 |
|
|
2021
Q1 | $1.43M | Hold |
54,068
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $1.3M | Hold |
54,068
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $1.09M | Hold |
54,068
| – | – | ﹤0.01% | 767 |
|
|
2020
Q2 | $1.29M | Hold |
54,068
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $1.33M | Sell |
54,068
-10,101
| -16% | -$279K | ﹤0.01% | 548 |
|
|
2019
Q4 | $1.99M | Hold |
64,169
| – | – | 0.01% | 521 |
|
|
2019
Q3 | $1.83M | Hold |
64,169
| – | – | 0.01% | 520 |
|
|
2019
Q2 | $1.98M | Hold |
64,169
| – | – | 0.01% | 501 |
|
|
2019
Q1 | $1.73M | Sell |
64,169
-35
| -0.1% | -$955 | 0.01% | 512 |
|
|
2018
Q4 | $1.67M | Buy |
64,204
+35
| +0.1% | +$969 | 0.01% | 469 |
|
|
2018
Q3 | $1.9M | Hold |
64,169
| – | – | 0.01% | 493 |
|
|
2018
Q2 | $1.99M | Hold |
64,169
| – | – | 0.01% | 475 |
|
|
2018
Q1 | $1.9M | Hold |
64,169
| – | – | 0.01% | 476 |
|
|
2017
Q4 | $1.98M | Hold |
64,169
| – | – | 0.01% | 459 |
|
|
2017
Q3 | $2.03M | Hold |
64,169
| – | – | 0.01% | 455 |
|
|
2017
Q2 | $2M | Hold |
64,169
| – | – | 0.01% | 438 |
|
|
2017
Q1 | $2M | Sell |
64,169
-200
| -0.3% | -$6.45K | 0.01% | 425 |
|
|
2016
Q4 | $2.11M | Hold |
64,369
| – | – | 0.01% | 390 |
|
|
2016
Q3 | $1.84M | Hold |
64,369
| – | – | 0.01% | 393 |
|
|
2016
Q2 | $1.7M | Hold |
64,369
| – | – | 0.01% | 376 |
|
|
2016
Q1 | $1.68M | Buy |
64,369
+19,400
| +43% | +$507K | 0.01% | 357 |
|
|
2015
Q4 | $1.25M | Buy |
44,969
+44,769
| +22,385% | +$1.26M | 0.01% | 435 |
|
|
2015
Q3 | $5K | Buy |
+200
| New | +$5.12K | ﹤0.01% | 3644 |
|
|
2014
Q3 | – | Sell |
-216
| Closed | -$5K | – | 4186 |
|
|
2014
Q2 | $5K | Buy |
+216
| New | +$4.46K | ﹤0.01% | 3244 |
|
Other funds holding TBNK
Creative Planning's TBNK Position: Q2 2025 in Review
Creative Planning sold out of Territorial Bancorp Inc. (TBNK) in Q2 2025, closing a stake of 13,044 shares — an estimated $109K sold.
Creative Planning first reported a position in TBNK in Q2 2014 and held it in 39 quarters. The position peaked at $2.11M in Q4 2016. 1 fund tracked by Wall St. Rank holds TBNK as of Q2 2025.
- Creative Planning reported no remaining Territorial Bancorp Inc. position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 13,044 Territorial Bancorp Inc. shares in Q2 2025, an estimated $109K.
- Creative Planning first reported a position in Territorial Bancorp Inc. in Q2 2014 and held it in 39 quarters.
- Creative Planning's Territorial Bancorp Inc. position peaked at $2.11M in Q4 2016.
- 1 fund tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.