Position in GBCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,232,120
+$1,155,760 QoQ
Shares Held
101,437
+11.2% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 431 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GBCI 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. GBCI ranks #51 (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 GBCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,232,120 | 101,437 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,076,360 | 91,255 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,390,792 | 76,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,564,930 | 73,247 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,645,197 | 61,402 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,388,808 | 54,021 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,453,146 | 48,848 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,001,385 | 43,794 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,373,075 | 36,792 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,320,498 | 32,783 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $942,136 | 22,801 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $326,581 | 11,459 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $360,169 | 11,555 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $7,013,737 | 166,954 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,129,985 | 164,508 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,119,911 | 165,274 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,782,522 | 164,119 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,574,700 | 170,539 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,667,009 | 170,494 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $2,031,990 | 35,599 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,622,266 | 35,259 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,141,909 | 35,629 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $247,456 | 7,276 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||