Position in CFR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,081,437
+$391,654 QoQ
Shares Held
19,942
+1.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 566 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CFR 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. CFR ranks #70 (0.3% 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 CFR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,081,437 | 19,942 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,689,783 | 19,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,946,303 | 15,370 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,900,408 | 14,991 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,934,398 | 15,049 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,719,371 | 13,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,481,045 | 11,032 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $893,313 | 7,986 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $858,671 | 8,449 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $885,250 | 7,864 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $829,080 | 7,642 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $545,709 | 5,983 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $848,626 | 7,892 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $554,930 | 5,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $455,649 | 3,408 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $477,314 | 3,610 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $376,948 | 3,237 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $413,430 | 2,987 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $357,786 | 2,838 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $204,975 | 1,728 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $204,624 | 1,827 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $318,123 | 2,925 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $219,470 | 2,516 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||