Position in CIVB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$379,977
+$9,503 QoQ
Shares Held
16,673
0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIVB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. CIVB ranks #25 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
504,501 | $2,537,639 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
214,449 | $1,702,724 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
7,972 | $1,658,893 | |
| 4 | USB |
US Bancorp De
|
25,674 | $1,335,303 | |
| 5 | KB |
KB Financial Group Inc.
|
12,960 | $1,292,499 | |
| 6 | TFC |
Truist Financial Corp
|
24,880 | $1,143,733 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
35,015 | $1,042,746 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
16,820 | $1,031,401 |
All Filings in CIVB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,977 | 16,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $370,474 | 16,673 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $338,628 | 16,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $386,813 | 16,673 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $325,790 | 16,673 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $350,799 | 16,673 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $297,112 | 16,673 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $258,264 | 16,673 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $256,430 | 16,673 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $307,450 | 16,673 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $258,431 | 16,673 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $307,510 | 17,673 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $298,320 | 17,673 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||