Position in HAPN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,417,598
+$1,484,585 QoQ
Shares Held
164,783
+22.1% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 238 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $934,160,812 across 209 Banks - Regional names. HAPN ranks #62 (0.4% 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 HAPN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,417,598 | 164,783 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,933,013 | 134,987 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,660,431 | 87,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $868,061 | 57,147 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $451,112 | 37,499 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $397,536 | 38,521 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $556,724 | 34,387 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $385,133 | 33,695 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $236,880 | 28,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $111,369 | 12,670 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $95,117 | 10,883 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $145,314 | 14,904 | Shares | Sole | 2023-07-21 | |
| 2021-03-31 | $264,799 | 16,029 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||