Position in BBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$479,046
+$353,392 QoQ
Shares Held
138,054
+301.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 303 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $934,160,812 across 209 Banks - Regional names. BBD ranks #172 (0.1% 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 BBD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,046 | 138,054 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $125,654 | 34,426 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $45,374 | 13,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,385 | 14,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,995 | 14,238 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $126,389 | 56,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $155,170 | 81,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $577,062 | 216,941 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $531,358 | 237,215 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $915,131 | 319,976 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $950,057 | 271,445 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $416,450 | 146,123 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $430,766 | 124,499 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $299,141 | 114,176 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $134,835 | 46,818 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $151,340 | 41,125 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $49,939 | 15,319 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $55,712 | 12,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,035 | 10,829 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,778 | 10,386 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||