Position in ASB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,841,586
+$2,388,547 QoQ
Shares Held
222,346
+29.1% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 396 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ASB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. ASB ranks #39 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in ASB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,841,586 | 222,346 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,453,039 | 172,198 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,621,028 | 101,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,531,920 | 98,480 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,098,247 | 86,029 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,602,260 | 115,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,595,467 | 66,756 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $686,866 | 31,888 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $626,969 | 29,644 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $603,011 | 28,034 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $717,078 | 33,524 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $470,986 | 27,527 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $340,797 | 20,998 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $296,795 | 16,507 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $361,612 | 15,661 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $223,972 | 11,154 | Shares | Sole | 2022-11-03 | |
| 2021-06-30 | $293,478 | 14,330 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $304,671 | 14,277 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $217,813 | 12,775 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $156,740 | 12,420 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||