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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's WABC Position: Q1 2026 in Review

Creative Planning increased its Westamerica Bancorp (WABC) stake by 12% in Q1 2026, buying an estimated $30.8K and bringing the position to 5,697 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Creative Planning first reported a position in WABC in Q2 2014 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold WABC as of Q1 2026.

  • Creative Planning held 5,697 shares of Westamerica Bancorp worth $297K as of Q1 2026.
  • Creative Planning bought 608 Westamerica Bancorp shares in Q1 2026, an estimated $30.8K.
  • Westamerica Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3432 holding.
  • Creative Planning first reported a position in Westamerica Bancorp in Q2 2014 and has held it in 7 quarters since.
  • 204 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2026.

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