Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$465,134
+$34,154 QoQ
Shares Held
4,776
-5.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 381 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX 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. AX ranks #175 (0.0% 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 AX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,134 | 4,776 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $430,980 | 5,065 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $413,309 | 4,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $403,272 | 4,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $328,340 | 4,318 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $284,468 | 4,409 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $288,201 | 4,126 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $448,511 | 11,372 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $315,592 | 8,548 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,920 | 8,292 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $283,766 | 8,290 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $593,747 | 16,562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $304,272 | 6,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,713 | 6,559 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $408,918 | 7,934 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $633,037 | 13,646 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||