Creative Planning

Position in CAC — Camden National Corp

CIK 1540235 OVERLAND PARK, KS

Position in CAC

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

Position Value

$3,090,268

+$790,367 QoQ

Shares Held

56,995

+17.6% QoQ

Ownership

0.337%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#36

of 189 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. CAC ranks #69 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,090,268	56,995	+17.6%	Shares	Defined	2026-08-13
2026-03-31	$2,299,901	48,470	+10.5%	Shares	Sole	2026-05-12
2025-12-31	$1,902,386	43,854	+14.5%	Shares	Sole	2026-02-17
2025-09-30	$1,477,378	38,284	+1.3%	Shares	Defined	2025-11-14
2025-06-30	$1,533,436	37,788	+0.4%	Shares	Sole	2025-08-08
2025-03-31	$1,523,614	37,648	-9.6%	Shares	Sole	2025-05-15
2024-12-31	$1,779,821	41,643	+20.4%	Shares	Defined	2025-02-14
2024-09-30	$1,429,258	34,590	+65.3%	Shares	Defined	2024-10-11
2024-06-30	$690,591	20,927	+65.4%	Shares	Defined	2024-08-15
2024-03-31	$424,127	12,653	+87.6%	Shares	Defined	2024-05-13
2023-12-31	$253,851	6,746	-14.7%	Shares	Defined	2024-02-14
2023-06-30	$245,034	7,912	-81.2%	Shares	Sole	2023-07-21
2021-12-31	$2,024,164	42,030	0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,013,237	42,030	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.