Creative Planning’s West Coast Community Bancorp Common Stock WCCB Stock Holding History

Creative Planning’s Portfolio WCCB Stock Details WCCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.92M	Buy	+31,755	New	+$1.91M	﹤0.01%	2228

Other funds holding WCCB

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

Apricus Wealth Beaufort, South Carolina $222M AUM 24.78% 1-Year Est. Return

Family CFO Los Altos, California $258M AUM 21.69% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Creative Planning's WCCB Position: Q3 2026 in Review

Creative Planning opened a new position in West Coast Community Bancorp Common Stock (WCCB) in Q3 2026: 31,755 shares worth $1.92M. The stake represents ﹤0.01% of the portfolio and ranks #2228 among its holdings.

16 funds tracked by Wall St. Rank hold WCCB as of Q3 2026.

Creative Planning held 31,755 shares of West Coast Community Bancorp Common Stock worth $1.92M as of Q3 2026.
West Coast Community Bancorp Common Stock was a new Creative Planning position in Q3 2026.
West Coast Community Bancorp Common Stock made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2228 holding.
16 funds tracked by Wall St. Rank held West Coast Community Bancorp Common Stock as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.