Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PBCT holding history

People's United Financial, Inc. 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.

PBCT overviewAll 13F holders of PBCTFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PBCT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−28,220−100.0%Sold outHolders
Q1 202228,220$564.0K<0.1%+427+1.5%AddedHolders
Q4 202127,793$495.0K<0.1%00.0%UnchangedHolders
Q3 202127,793$486.0K<0.1%+2,276+8.9%AddedHolders
Q2 202125,517$437.0K<0.1%−6,466−20.2%ReducedHolders
Q1 202131,983$572.0K<0.1%––Holders

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