Position in COLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,698,321
+$3,396,511 QoQ
Shares Held
333,801
+25.4% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 550 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COLB 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. COLB ranks #27 (1.1% 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 COLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,698,321 | 333,801 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,301,810 | 266,198 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,258,177 | 188,128 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,710,009 | 105,284 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,623,226 | 69,428 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,677,414 | 67,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,550,455 | 57,403 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,316,700 | 50,429 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $836,630 | 42,063 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $584,892 | 30,227 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $443,207 | 16,612 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $236,311 | 11,641 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $420,890 | 20,754 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $438,616 | 20,477 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||