Creative Planning

Position in FBK — FB Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in FBK

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

Position Value

$2,702,241

+$118,954 QoQ

Shares Held

48,821

-1.8% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#82

of 294 holders

Holding Since

Jun 2023

13 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. FBK ranks #79 (0.3% 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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,702,241	48,821	-1.8%	Shares	Defined	2026-08-13
2026-03-31	$2,583,287	49,736	+8.9%	Shares	Sole	2026-05-12
2025-12-31	$2,547,772	45,659	+2.7%	Shares	Sole	2026-02-17
2025-09-30	$2,478,088	44,458	+10.7%	Shares	Sole	2025-11-14
2025-06-30	$1,819,836	40,173	-0.4%	Shares	Sole	2025-08-08
2025-03-31	$1,870,811	40,354	+48.3%	Shares	Sole	2025-05-15
2024-12-31	$1,401,844	27,215	+3.4%	Shares	Defined	2025-02-14
2024-09-30	$1,234,634	26,308	+4.6%	Shares	Defined	2024-10-11
2024-06-30	$981,954	25,159	+31.6%	Shares	Sole	2024-08-15
2024-03-31	$720,133	19,122	+12.5%	Shares	Defined	2024-05-13
2023-12-31	$677,449	17,000	+75.7%	Shares	Defined	2024-02-14
2023-09-30	$274,439	9,677	+18.2%	Shares	Defined	2023-11-16
2023-06-30	$229,589	8,185	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.