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Equibles

Creative Planning

Position in FISI — Financial Institutions Inc

CIK 1540235 OVERLAND PARK, KS
Back to FISI Full portfolio

Position in FISI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$920,900
+$286,954 QoQ
Shares Held
23,631
+18.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 159 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in FISI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. FISI ranks #149 (0.1% 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 FISI

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $920,900 23,631
2026-03-31 $633,946 19,992
2025-12-31 $571,470 18,334
2025-09-30 $487,478 17,922
2025-06-30 $438,408 17,072
2025-03-31 $331,044 13,263
2024-12-31 $279,285 10,234
2024-09-30 $285,824 11,222
2024-06-30 $215,727 11,166
2024-03-31 $223,261 11,863
2023-12-31 $238,900 11,216
2023-09-30 $184,355 10,954
2023-06-30 $172,478 10,958
2023-03-31 $211,270 10,958
2022-12-31 $266,936 10,958
2022-09-30 $263,759 10,958
2022-06-30 $285,023 10,954