CreativeOne Wealth, LLC
Position in CFFN — Capitol Federal Financial, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in CFFN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$128,866
+$20,976 QoQ
Shares Held
15,143
+0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 244 holders
Holding Since
Jun 2022
17 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, 2026CreativeOne Wealth, LLC holds $7,647,684 across 13 Banks - Regional names. CFFN ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
28,239 | $1,705,635 | |
| 2 | RF |
Regions Financial Corp
|
40,469 | $1,222,163 | |
| 3 | FSUN |
Firstsun Capital Bancorp
|
21,739 | $843,038 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,254 | $753,089 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,594 | $638,693 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,600 | $597,521 | |
| 7 | TFC |
Truist Financial Corp
|
8,133 | $405,185 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
11,756 | $346,801 |
All Filings in CFFN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,866 | 15,143 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $107,890 | 15,132 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $105,411 | 15,479 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $87,985 | 13,856 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $84,521 | 13,856 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $77,593 | 13,856 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $81,888 | 13,856 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $87,208 | 14,933 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $83,139 | 15,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $88,809 | 14,901 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $96,014 | 14,886 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $70,929 | 14,870 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $132 | 14,356 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $96,615 | 14,356 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $124,178 | 14,356 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $119,154 | 14,356 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $131,788 | 14,356 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||