Creative Planning

Position in EBC — Eastern Bankshares, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in EBC

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

Position Value

$6,368,845

+$906,833 QoQ

Shares Held

286,369

+2.6% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#57

of 322 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $934,160,812 across 209 Banks - Regional names. EBC ranks #40 (0.7% 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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,368,845	286,369	+2.6%	Shares	Defined	2026-08-13
2026-03-31	$5,462,012	279,244	+6.6%	Shares	Sole	2026-05-12
2025-12-31	$4,829,176	262,028	+3.8%	Shares	Sole	2026-02-17
2025-09-30	$4,581,404	252,419	+15.0%	Shares	Defined	2025-11-14
2025-06-30	$3,351,672	219,494	+6.8%	Shares	Sole	2025-08-08
2025-03-31	$3,370,462	205,516	+21.4%	Shares	Sole	2025-05-15
2024-12-31	$2,920,545	169,307	-1.1%	Shares	Defined	2025-02-14
2024-09-30	$2,804,804	171,129	+27.3%	Shares	Defined	2024-10-11
2024-06-30	$1,878,715	134,386	+7.1%	Shares	Defined	2024-08-15
2024-03-31	$1,729,788	125,529	+1.3%	Shares	Defined	2024-05-13
2023-12-31	$1,759,067	123,878	+7.4%	Shares	Defined	2024-02-14
2023-09-30	$1,446,200	115,327	+5.6%	Shares	Defined	2023-11-16
2023-06-30	$1,339,663	109,182	+79.5%	Shares	Sole	2023-07-21
2023-03-31	$767,485	60,815	-11.4%	Shares	Sole	2023-05-15
2022-12-31	$1,184,609	68,673	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$1,347,225	68,596	+0.4%	Shares	Sole	2022-11-03
2022-06-30	$1,260,670	68,292	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$1,452,765	67,445	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,360,365	67,445	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,369,133	67,445	+225.8%	Shares	Sole	2021-11-10
2021-06-30	$425,819	20,701	-67.3%	Shares	Sole	2021-08-04
2021-03-31	$1,221,925	63,345	+171.3%	Shares	Sole	2021-04-30
2020-12-31	$380,756	23,345	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.