Position in HOMB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,829,777
-$607,359 QoQ
Shares Held
105,079
-15.1% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOMB 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. HOMB ranks #57 (0.4% 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 HOMB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,829,777 | 105,079 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,437,136 | 123,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,830,565 | 100,020 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,507,041 | 88,090 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,413,862 | 85,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,158,712 | 146,951 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,899,632 | 143,951 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $14,422,146 | 601,926 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,702,741 | 435,602 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,266,001 | 484,248 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,748,282 | 561,045 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $14,429,253 | 632,862 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,127,628 | 466,496 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,829,196 | 124,142 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||