Creative Planning
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Creative Planning’s Westamerica Bancorp WABC Stock Holding History

Creative Planning’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
24,355
+18,658
+328% +$1.03M ﹤0.01% 2354
2026
Q1 		$297K Buy
5,697
+608
+12% +$30.8K ﹤0.01% 3432
2025
Q4 		$243K Buy
+5,089
New +$244K ﹤0.01% 3397
2017
Q3 		– Sell
-107
Closed -$6K – 3692
2017
Q2 		$6K Buy
+107
New +$5.83K ﹤0.01% 3928
2017
Q1 		– Sell
-35
Closed -$2K – 4927
2016
Q4 		$2K Buy
35
+11
+46% +$623 ﹤0.01% 4315
2016
Q3 		$1K Buy
+24
New +$1.17K ﹤0.01% 4451
2015
Q1 		– Sell
-52
Closed -$3K – 4432
2014
Q4 		$3K Buy
+52
New +$2.5K ﹤0.01% 3732
2014
Q3 		– Sell
-43
Closed -$2K – 4176
2014
Q2 		$2K Buy
+43
New +$2.19K ﹤0.01% 3544

Other funds holding WABC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Creative Planning's WABC Position: Q2 2026 in Review

Creative Planning increased its Westamerica Bancorp (WABC) stake by 328% in Q2 2026, buying an estimated $1.03M and bringing the position to 24,355 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Creative Planning first reported a position in WABC in Q2 2014 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • Creative Planning held 24,355 shares of Westamerica Bancorp worth $1.43M as of Q2 2026.
  • Creative Planning bought 18,658 Westamerica Bancorp shares in Q2 2026, an estimated $1.03M.
  • Westamerica Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2354 holding.
  • Creative Planning first reported a position in Westamerica Bancorp in Q2 2014 and has held it in 8 quarters since.
  • 215 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

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