Position in FFIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,720,823
+$2,171,661 QoQ
Shares Held
136,440
+57.6% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 350 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FFIN 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. FFIN ranks #54 (0.5% 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 FFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,720,823 | 136,440 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,549,162 | 86,559 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,042,510 | 68,380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,815,023 | 83,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,005,265 | 83,526 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,451,899 | 68,260 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,952,827 | 54,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,871,743 | 50,574 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,296,481 | 43,904 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,159,603 | 35,343 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $890,577 | 29,392 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $519,028 | 20,662 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $626,722 | 21,998 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $514,450 | 16,127 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $457,554 | 13,301 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $394,917 | 9,441 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $318,636 | 8,114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $341,224 | 7,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $387,044 | 7,613 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $342,787 | 7,460 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $365,527 | 7,440 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $733,427 | 15,695 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $554,449 | 15,329 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $427,190 | 15,306 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $441,525 | 15,283 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $405,015 | 15,090 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||