Position in MBWM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,836,988
+$180,280 QoQ
Shares Held
36,376
+5.6% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MBWM 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. MBWM ranks #88 (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 MBWM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,836,988 | 36,376 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,656,708 | 34,443 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,081,710 | 24,038 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $973,263 | 20,971 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,001,465 | 23,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $930,641 | 20,918 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $826,614 | 18,907 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $591,145 | 14,571 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $459,070 | 11,927 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $371,657 | 9,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $469,677 | 15,195 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $274,984 | 9,956 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $325,646 | 10,649 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $329,309 | 9,836 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,603 | 9,815 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||