Position in FRME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,344,443
+$2,343,906 QoQ
Shares Held
145,215
+40.6% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 307 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRME 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. FRME ranks #42 (0.7% 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 FRME
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,344,443 | 145,215 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,000,537 | 103,293 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,977,336 | 79,438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,420,867 | 64,214 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,874,095 | 48,932 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,716,839 | 42,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,437,595 | 36,039 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $591,367 | 15,897 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $420,618 | 12,635 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $393,881 | 11,286 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $368,685 | 9,943 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $236,775 | 8,511 | Shares | Defined | 2023-11-16 | |
| 2022-09-30 | $274,357 | 7,093 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||