Creative Planning

Position in CFG — Citizens Financial Group Inc/Ri

CIK 1540235 OVERLAND PARK, KS

Position in CFG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$24,236,455

+$4,995,268 QoQ

Shares Held

404,143

+22.7% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.389218667649817.ToString("F0")% Shared 0.ToString("F0")% None 99.61078133235019.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $683,940,048 across 194 Banks - Regional names. CFG ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri This page	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,236,455	404,143	+22.7%	Shares	Defined	2026-05-12
2025-12-31	$19,241,187	329,416	+27.7%	Shares	Defined	2026-02-17
2025-09-30	$13,709,219	257,886	+14.9%	Shares	Defined	2025-11-14
2025-06-30	$10,045,926	224,490	+5.1%	Shares	Defined	2025-08-08
2025-03-31	$8,753,444	213,655	+5.8%	Shares	Defined	2025-05-15
2024-12-31	$8,835,843	201,916	-3.1%	Shares	Defined	2025-02-14
2024-09-30	$8,562,108	208,476	+1.1%	Shares	Defined	2024-10-11
2024-06-30	$7,430,500	206,231	+5.0%	Shares	Defined	2024-08-15
2024-03-31	$7,129,823	196,468	+1.9%	Shares	Defined	2024-05-13
2023-12-31	$6,387,569	192,745	-0.7%	Shares	Defined	2024-02-14
2023-09-30	$5,202,710	194,131	-5.6%	Shares	Defined	2023-11-16
2023-06-30	$5,362,543	205,619	+205.8%	Shares	Sole	2023-07-21
2023-03-31	$2,041,896	67,234	-14.7%	Shares	Sole	2023-05-15
2022-12-31	$3,101,489	78,778	+13.9%	Shares	Sole	2023-02-10
2022-09-30	$2,377,505	69,194	+49.7%	Shares	Sole	2022-11-03
2022-06-30	$1,649,484	46,217	+18.9%	Shares	Sole	2022-08-15
2022-03-31	$1,762,113	38,873	+34.1%	Shares	Sole	2022-05-16
2021-12-31	$1,369,257	28,979	+8.4%	Shares	Sole	2022-02-11
2021-09-30	$1,256,292	26,741	+38.2%	Shares	Sole	2021-11-10
2021-06-30	$887,722	19,353	-41.2%	Shares	Sole	2021-08-04
2021-03-31	$1,454,212	32,938	+52.9%	Shares	Sole	2021-04-30
2020-12-31	$770,377	21,543	-2.1%	Shares	Sole	2021-01-29
2020-09-30	$556,488	22,013	-36.4%	Shares	Sole	2020-11-05
2020-06-30	$873,152	34,594	-36.8%	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.