Position in CBSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,964,231
+$6,063,667 QoQ
Shares Held
363,017
+19.9% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#41
of 508 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBSH 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. CBSH ranks #10 (2.2% 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 CBSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,964,231 | 363,017 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,900,564 | 302,857 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $15,342,004 | 293,122 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,862,160 | 265,431 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,076,285 | 258,586 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,119,881 | 259,037 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,709,607 | 252,120 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,153,250 | 255,105 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $14,500,453 | 259,958 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $13,890,581 | 261,101 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,775,974 | 257,929 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,367,322 | 248,764 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $11,371,590 | 245,178 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $13,065,836 | 235,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,425,557 | 191,668 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,200,825 | 177,764 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,209,323 | 179,281 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,448,052 | 167,907 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,380,329 | 158,559 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,038,364 | 151,267 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,583,899 | 149,049 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,893,193 | 204,123 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,224,044 | 211,343 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,621,217 | 160,815 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,886,634 | 192,214 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,167,674 | 149,475 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||