Creative Planning

Position in CCNE — Cnb Financial Corp/Pa

CIK 1540235 OVERLAND PARK, KS

Position in CCNE

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

Position Value

$1,738,154

+$346,800 QoQ

Shares Held

51,562

+7.3% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#47

of 166 holders

Holding Since

Dec 2023

11 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. CCNE ranks #108 (0.2% 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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,738,154	51,562	+7.3%	Shares	Defined	2026-08-13
2026-03-31	$1,391,354	48,044	+4.5%	Shares	Sole	2026-05-12
2025-12-31	$1,203,087	45,972	+11.9%	Shares	Sole	2026-02-17
2025-09-30	$993,772	41,065	+10.1%	Shares	Sole	2025-11-14
2025-06-30	$852,951	37,312	+52.1%	Shares	Sole	2025-08-08
2025-03-31	$545,792	24,530	-11.7%	Shares	Sole	2025-05-15
2024-12-31	$690,933	27,793	+50.7%	Shares	Defined	2025-02-14
2024-09-30	$443,665	18,440	+82.3%	Shares	Defined	2024-10-11
2024-06-30	$206,406	10,113	-21.8%	Shares	Sole	2024-08-15
2024-03-31	$263,826	12,939	+17.1%	Shares	Sole	2024-05-13
2023-12-31	$249,619	11,050	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.