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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q2 2026)
63,552
Value
$15.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MTB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202663,552$15.1M<0.1%+7,693+13.8%AddedHolders
Q1 202655,859$11.5M<0.1%+8,374+17.6%AddedHolders
Q4 202547,485$9.57M<0.1%+6,760+16.6%AddedHolders
Q3 202540,725$8.05M<0.1%+1,103+2.8%AddedHolders
Q2 202539,622$7.69M<0.1%+1,667+4.4%AddedHolders
Q1 202537,955$6.78M<0.1%+7,023+22.7%AddedHolders
Q4 202430,932$5.82M<0.1%+1,707+5.8%AddedHolders
Q3 202429,225$5.21M<0.1%+2,300+8.5%AddedHolders
Q2 202426,925$4.08M<0.1%+1,844+7.4%AddedHolders
Q1 202425,081$3.65M<0.1%+4,256+20.4%AddedHolders
Q4 202320,825$2.85M<0.1%−2,236−9.7%ReducedHolders
Q3 202323,061$2.92M<0.1%+5,224+29.3%AddedHolders
Q2 202317,837$2.21M<0.1%−3,612−16.8%ReducedHolders
Q1 202321,449$2.56M<0.1%+640+3.1%AddedHolders
Q4 202220,809$3.02M<0.1%+6,518+45.6%AddedHolders
Q3 202214,291$2.52M<0.1%−7,169−33.4%ReducedHolders
Q2 202221,460$3.42M<0.1%+14,217+196.3%AddedHolders
Q1 20227,243$1.23M<0.1%+3,162+77.5%AddedHolders
Q4 20214,081$627.0K<0.1%−116−2.8%ReducedHolders
Q3 20214,197$627.0K<0.1%−1,908−31.3%ReducedHolders
Q2 20216,105$887.0K<0.1%+2,039+50.1%AddedHolders
Q1 20214,066$616.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.