Position in EQBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,559,629
+$444,441 QoQ
Shares Held
113,485
-1.5% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 143 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EQBK 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. EQBK ranks #45 (0.6% 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 EQBK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,559,629 | 113,485 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,115,188 | 115,181 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,004,238 | 112,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,011,106 | 98,553 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,250,503 | 104,179 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,374,452 | 85,646 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,367,044 | 79,374 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,275,836 | 80,133 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,701,036 | 76,734 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,739,254 | 79,699 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,238,111 | 66,021 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,567,366 | 65,117 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $209,689 | 9,205 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||