Position in KB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,373,698
+$13,019,489 QoQ
Shares Held
298,911
+62.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#18
of 362 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KB 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. KB ranks #3 (3.3% 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.
This page
|
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 KB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,373,698 | 298,911 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,354,209 | 184,039 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,351,041 | 143,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,698,811 | 116,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,602,822 | 104,163 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,183,135 | 77,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,028,195 | 88,369 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,318,527 | 86,130 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,451,578 | 78,636 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,457,707 | 66,405 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,128,444 | 51,449 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,770,524 | 43,068 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,347,090 | 37,008 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,180,408 | 32,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $877,118 | 22,688 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $424,974 | 14,100 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||