Creative Planning

Position in BCS — Barclays PLC

CIK 1540235 OVERLAND PARK, KS

Position in BCS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,030,510

+$3,063,812 QoQ

Shares Held

485,127

+3.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#60

of 554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. BCS ranks #17 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,591,305	$520,881,865
2	BAC	Bank Of America Corp /De/	3,866,843	$220,332,714
3	WFC	Wells Fargo & Company/Mn	1,444,769	$119,395,709
4	RY	Royal Bank Of Canada	316,346	$65,474,131
5	C	Citigroup Inc	382,940	$53,596,281
6	TD	Toronto Dominion Bank	310,241	$37,672,563
7	SAN	Banco Santander, S.A.	2,596,097	$35,826,138
8	MUFG	Mitsubishi Ufj Financial Group Inc	1,548,878	$30,807,182

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,030,510	485,127	+3.0%	Shares	Defined	2026-08-13
2026-03-31	$9,966,698	471,016	-7.3%	Shares	Sole	2026-05-12
2025-12-31	$12,936,692	508,318	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$10,537,461	509,795	+12.3%	Shares	Defined	2025-11-14
2025-06-30	$8,436,308	453,809	+8.7%	Shares	Sole	2025-08-08
2025-03-31	$6,413,736	417,561	+13.7%	Shares	Sole	2025-05-15
2024-12-31	$4,880,246	367,212	+17.9%	Shares	Defined	2025-02-14
2024-09-30	$3,784,311	311,466	+12.1%	Shares	Defined	2024-10-11
2024-06-30	$2,976,607	277,928	+13.0%	Shares	Defined	2024-08-15
2024-03-31	$2,324,142	245,941	+20.5%	Shares	Sole	2024-05-13
2023-12-31	$1,607,676	204,020	-18.1%	Shares	Defined	2024-02-14
2023-09-30	$1,941,034	249,170	+8.9%	Shares	Sole	2023-11-16
2023-06-30	$1,798,932	228,872	+30.4%	Shares	Sole	2023-07-21
2023-03-31	$1,262,189	175,548	-4.9%	Shares	Sole	2023-05-15
2022-12-31	$1,440,574	184,689	+16.6%	Shares	Sole	2023-02-10
2022-09-30	$1,013,939	158,428	-0.6%	Shares	Sole	2022-11-03
2022-06-30	$1,211,766	159,443	-2.7%	Shares	Sole	2022-08-15
2022-03-31	$1,293,917	163,787	+245.2%	Shares	Sole	2022-05-16
2021-12-31	$491,076	47,447	-73.6%	Shares	Sole	2022-02-11
2021-09-30	$1,855,319	179,779	+8.3%	Shares	Sole	2021-11-10
2021-06-30	$1,602,035	166,014	+184.1%	Shares	Sole	2021-08-04
2021-03-31	$597,687	58,425	+11.7%	Shares	Sole	2021-04-30
2020-12-31	$417,805	52,291	-0.8%	Shares	Sole	2021-01-29
2020-09-30	$264,147	52,724	+16.3%	Shares	Sole	2020-11-05
2020-06-30	$256,522	45,322	+5.0%	Shares	Sole	2020-07-23
2020-03-31	$195,469	43,150	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.