Creative Planning
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1540235
OVERLAND PARK, KS
Position in FCNCA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,472,477
+$838,099 QoQ
Shares Held
2,630
+7.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 624 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA 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. FCNCA ranks #46 (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 FCNCA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,472,477 | 2,630 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,634,378 | 2,459 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,212,951 | 1,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,039,782 | 1,699 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,116,656 | 1,593 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,371,419 | 1,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,605,353 | 1,233 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,095,000 | 1,138 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,833,451 | 1,089 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,703,670 | 1,042 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,339,507 | 944 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $985,390 | 714 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $845,792 | 659 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $415,513 | 427 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $452,740 | 597 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $403,499 | 506 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $416,457 | 637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $299,520 | 450 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $393,344 | 474 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $557,335 | 661 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $551,273 | 662 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $535,728 | 641 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $359,493 | 626 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $253,542 | 626 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $208,376 | 626 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||