Creative Planning

Position in CNOB — ConnectOne Bancorp, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CNOB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,091,738

+$559,477 QoQ

Shares Held

62,552

+9.3% QoQ

Ownership

0.124%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#70

of 230 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. CNOB ranks #97 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,091,738	62,552	+9.3%	Shares	Defined	2026-08-13
2026-03-31	$1,532,261	57,238	+10.1%	Shares	Sole	2026-05-12
2025-12-31	$1,363,623	52,007	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$1,296,049	52,239	+19.2%	Shares	Defined	2025-11-14
2025-06-30	$1,015,380	43,842	-37.0%	Shares	Sole	2025-08-08
2025-03-31	$1,691,659	69,587	+48.0%	Shares	Sole	2025-05-15
2024-12-31	$1,076,953	47,008	-2.2%	Shares	Defined	2025-02-14
2024-09-30	$1,204,002	48,064	+42.2%	Shares	Defined	2024-10-11
2024-06-30	$638,633	33,808	+23.8%	Shares	Sole	2024-08-15
2024-03-31	$532,720	27,319	+3.1%	Shares	Sole	2024-05-13
2023-12-31	$607,206	26,504	+72.6%	Shares	Defined	2024-02-14
2023-09-30	$273,850	15,359	+3.1%	Shares	Sole	2023-11-16
2023-06-30	$247,224	14,902	+13.0%	Shares	Sole	2023-07-21
2023-03-31	$233,057	13,182	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.