Position in HBNC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,245,201
-$180,079 QoQ
Shares Held
135,498
-5.2% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HBNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $684,464,748 across 195 Banks - Regional names. HBNC ranks #76 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
783,076 | $40,727,782 | |
| 2 | WF |
Woori Financial Group Inc.
|
390,676 | $26,019,020 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
123,994 | $25,801,910 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
404,143 | $24,236,455 | |
| 5 | TFC |
Truist Financial Corp
|
502,309 | $23,091,144 | |
| 6 | FITB |
Fifth Third Bancorp
|
409,192 | $19,011,060 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
301,441 | $18,484,361 | |
| 8 | KB |
KB Financial Group Inc.
|
184,039 | $18,354,209 |
All Filings in HBNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,245,201 | 135,498 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,425,280 | 143,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,323,450 | 145,125 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,770,621 | 115,125 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $922,911 | 61,201 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $915,257 | 56,813 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $865,808 | 55,679 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $637,351 | 51,524 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $543,234 | 42,341 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $471,013 | 32,915 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $341,567 | 31,982 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $198,279 | 19,047 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $281,211 | 25,426 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $371,586 | 24,641 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $366,545 | 20,409 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $319,099 | 18,318 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $335,219 | 17,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $303,993 | 14,580 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $264,918 | 14,580 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $254,129 | 14,580 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||