Position in CLBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,906,322
+$792,078 QoQ
Shares Held
404,989
+3.5% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 97 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CLBK 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. CLBK ranks #56 (0.4% 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 CLBK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,906,322 | 184,086 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,114,244 | 177,855 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,880,059 | 185,333 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,774,392 | 184,837 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,764,021 | 121,572 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $786,017 | 52,401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $493,431 | 31,210 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $473,094 | 27,715 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $261,148 | 17,445 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||