Position in CFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,431,680
+$6,195,225 QoQ
Shares Held
434,304
+7.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#108
of 1,095 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFG 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. CFG ranks #4 (3.2% 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
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|
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 CFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,431,680 | 434,304 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,236,455 | 404,143 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,241,187 | 329,416 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,709,219 | 257,886 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,045,926 | 224,490 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,753,444 | 213,655 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,835,843 | 201,916 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,562,108 | 208,476 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,430,500 | 206,231 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,129,823 | 196,468 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,387,569 | 192,745 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,202,710 | 194,131 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,362,543 | 205,619 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,041,896 | 67,234 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,101,489 | 78,778 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,377,505 | 69,194 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,649,484 | 46,217 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,762,113 | 38,873 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,369,257 | 28,979 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,256,292 | 26,741 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $887,722 | 19,353 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,454,212 | 32,938 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $770,377 | 21,543 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $556,488 | 22,013 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $873,152 | 34,594 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,029,791 | 54,747 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||