Position in DB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,279,794
+$3,471,823 QoQ
Shares Held
363,738
+23.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#96
of 498 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $934,160,812 across 209 Banks - Regional names. DB ranks #20 (1.3% 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 DB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,279,794 | 363,738 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,807,971 | 295,768 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,558,075 | 273,809 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,971,831 | 253,370 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,557,255 | 223,950 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,431,307 | 185,955 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,816,847 | 165,211 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,477,354 | 143,117 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,809,107 | 113,495 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,486,795 | 94,280 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,033,485 | 76,272 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $626,770 | 57,031 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $459,476 | 43,635 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $399,282 | 39,107 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $360,679 | 31,309 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $256,654 | 34,683 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $183,802 | 21,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $446,848 | 35,324 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $144,037 | 11,523 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $171,640 | 13,515 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $182,988 | 15,249 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $209,247 | 19,197 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $185,026 | 22,027 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $184,688 | 19,400 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $138,691 | 21,603 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||