Creative Planning’s Timberland Bancorp TSBK Stock Holding History

Creative Planning’s Portfolio TSBK Stock Details TSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Sell	32,444 -8,137	-20%	-$310K	﹤0.01%	2257
2025 Q4	$1.45M	Buy	40,581 +15,773	+64%	+$533K	﹤0.01%	1977
2025 Q3	$826K	Buy	24,808 +772	+3%	+$25.6K	﹤0.01%	2301
2025 Q2	$750K	Buy	24,036 +100	+0.4%	+$3.04K	﹤0.01%	2094
2025 Q1	$722K	Buy	23,936 +6	+0%	+$181	﹤0.01%	1981
2024 Q4	$730K	Buy	23,930 +80	+0.3%	+$2.5K	﹤0.01%	1895
2024 Q3	$722K	Hold	23,850	–	–	﹤0.01%	1790
2024 Q2	$646K	Buy	23,850 +10	+0%	+$254	﹤0.01%	1744
2024 Q1	$642K	Buy	23,840 +40	+0.2%	+$1.1K	﹤0.01%	1666
2023 Q4	$749K	Hold	23,800	–	–	﹤0.01%	1430
2023 Q3	$645K	Hold	23,800	–	–	﹤0.01%	1394
2023 Q2	$609K	Hold	23,800	–	–	﹤0.01%	1432
2023 Q1	$643K	Hold	23,800	–	–	﹤0.01%	1324
2022 Q4	$812K	Sell	23,800 -1,000	-4%	-$32.1K	﹤0.01%	1141
2022 Q3	$686K	Hold	24,800	–	–	﹤0.01%	1145
2022 Q2	$620K	Hold	24,800	–	–	﹤0.01%	1200
2022 Q1	$670K	Hold	24,800	–	–	﹤0.01%	1183
2021 Q4	$687K	Sell	24,800 -1,500	-6%	-$42.2K	﹤0.01%	1131
2021 Q3	$760K	Buy	+26,300	New	+$753K	﹤0.01%	1081
2021 Q2	–	Sell	-23,800	Closed	-$662K	–	2558
2021 Q1	$662K	Hold	23,800	–	–	﹤0.01%	1259
2020 Q4	$577K	Hold	23,800	–	–	﹤0.01%	1234
2020 Q3	$428K	Hold	23,800	–	–	﹤0.01%	1217
2020 Q2	$433K	Hold	23,800	–	–	﹤0.01%	1108
2020 Q1	$435K	Buy	+23,800	New	+$594K	﹤0.01%	1016
2018 Q4	–	Sell	-25,814	Closed	-$806K	–	2107
2018 Q3	$806K	Hold	25,814	–	–	﹤0.01%	856
2018 Q2	$964K	Hold	25,814	–	–	﹤0.01%	766
2018 Q1	$785K	Buy	25,814 +2,014	+8%	+$57.7K	﹤0.01%	862
2017 Q4	$632K	Hold	23,800	–	–	﹤0.01%	939
2017 Q3	$746K	Hold	23,800	–	–	﹤0.01%	846
2017 Q2	$601K	Hold	23,800	–	–	﹤0.01%	927
2017 Q1	$533K	Hold	23,800	–	–	﹤0.01%	954
2016 Q4	$492K	Hold	23,800	–	–	﹤0.01%	930
2016 Q3	$375K	Hold	23,800	–	–	﹤0.01%	1046
2016 Q2	$357K	Hold	23,800	–	–	﹤0.01%	942
2016 Q1	$301K	Buy	+23,800	New	+$298K	﹤0.01%	999

Other funds holding TSBK

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Creative Planning's TSBK Position: Q1 2026 in Review

Creative Planning reduced its Timberland Bancorp (TSBK) stake by 20% in Q1 2026, selling an estimated $310K and leaving 32,444 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Creative Planning first reported a position in TSBK in Q1 2016 and has held it in 35 quarters since. The position peaked at $1.45M in Q4 2025. 109 funds tracked by Wall St. Rank hold TSBK as of Q1 2026.

Creative Planning held 32,444 shares of Timberland Bancorp worth $1.28M as of Q1 2026.
Creative Planning sold 8,137 Timberland Bancorp shares in Q1 2026, an estimated $310K.
Timberland Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2257 holding.
Creative Planning first reported a position in Timberland Bancorp in Q1 2016 and has held it in 35 quarters since.
Creative Planning's Timberland Bancorp position peaked at $1.45M in Q4 2025.
109 funds tracked by Wall St. Rank held Timberland Bancorp as of Q1 2026.

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