Creative Planning

Position in CHCO — City Holding Co

CIK 1540235 OVERLAND PARK, KS

Position in CHCO

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

Position Value

$1,357,866

-$57,157 QoQ

Shares Held

11,361

-4.3% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $684,464,748 across 195 Banks - Regional names. CHCO ranks #107 (0.2% 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	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	$1,357,866	11,361	-4.3%	Shares	Sole	2026-05-12
2025-12-31	$1,415,023	11,871	+19.8%	Shares	Sole	2026-02-17
2025-09-30	$1,226,932	9,905	-5.5%	Shares	Sole	2025-11-14
2025-06-30	$1,283,573	10,485	-5.8%	Shares	Sole	2025-08-08
2025-03-31	$1,307,088	11,127	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$1,303,043	10,998	-4.7%	Shares	Sole	2025-02-14
2024-09-30	$1,354,915	11,542	+0.3%	Shares	Sole	2024-10-11
2024-06-30	$1,222,087	11,502	-3.8%	Shares	Sole	2024-08-15
2024-03-31	$1,245,741	11,953	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$1,316,614	11,941	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,078,869	11,941	-3.7%	Shares	Sole	2023-11-16
2023-06-30	$1,116,415	12,406	0.0%	Shares	Sole	2023-07-21
2023-03-31	$1,127,457	12,406	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$1,156,922	12,428	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$1,085,122	12,235	0.0%	Shares	Sole	2022-11-03
2022-06-30	$977,331	12,235	0.0%	Shares	Sole	2022-08-15
2022-03-31	$962,894	12,235	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$962,668	11,770	0.0%	Shares	Sole	2022-02-11
2021-09-30	$917,000	11,770	0.0%	Shares	Sole	2021-11-10
2021-06-30	$885,574	11,770	0.0%	Shares	Sole	2021-08-04
2021-03-31	$962,550	11,770	0.0%	Shares	Sole	2021-04-30
2020-12-31	$818,603	11,770	0.0%	Shares	Sole	2021-01-29
2020-09-30	$678,069	11,770	-2.1%	Shares	Sole	2020-11-05
2020-06-30	$783,799	12,027	-0.9%	Shares	Sole	2020-07-23
2020-03-31	$807,474	12,137	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.