Position in CFFN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,318,532
+$431,778 QoQ
Shares Held
272,448
+3.0% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 244 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFFN 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. CFFN ranks #90 (0.2% 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 CFFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,318,532 | 272,448 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,886,754 | 264,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,845,659 | 271,022 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $815,911 | 128,490 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $569,397 | 93,344 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $435,092 | 77,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $455,430 | 77,061 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $331,542 | 56,771 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $306,792 | 55,882 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $328,145 | 55,058 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $496,598 | 76,992 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $465,881 | 97,669 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $582,645 | 94,432 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $500,712 | 74,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $712,517 | 82,372 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $746,128 | 89,895 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $825,731 | 89,949 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $974,902 | 89,605 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,034,247 | 91,284 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,048,152 | 91,223 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,052,649 | 89,359 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,209,367 | 91,273 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,140,750 | 91,260 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $819,208 | 88,372 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,094,471 | 99,407 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,160,361 | 99,945 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||