Creative Planning

Position in LOB — Live Oak Bancshares, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in LOB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,125,636

-$130,783 QoQ

Shares Held

34,038

-6.9% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.7785416299430049.ToString("F0")% Shared 0.ToString("F0")% None 99.221458370057.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $684,464,748 across 195 Banks - Regional names. LOB ranks #116 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,125,636	34,038	-6.9%	Shares	Sole	2026-05-12
2025-12-31	$1,256,419	36,577	+24.2%	Shares	Sole	2026-02-17
2025-09-30	$1,037,299	29,452	+36.0%	Shares	Sole	2025-11-14
2025-06-30	$645,408	21,658	-17.6%	Shares	Defined	2025-08-08
2025-03-31	$700,838	26,288	+197.2%	Shares	Sole	2025-05-15
2024-12-31	$349,779	8,844	-13.2%	Shares	Defined	2025-02-14
2024-09-30	$482,889	10,194	+36.5%	Shares	Defined	2024-10-11
2024-06-30	$261,863	7,469	+5.8%	Shares	Sole	2024-08-15
2024-03-31	$292,976	7,058	+14.6%	Shares	Defined	2024-05-13
2023-12-31	$280,234	6,159	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.