Position in MFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,483,254
+$2,526,950 QoQ
Shares Held
1,698,143
+13.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.227752181204892.ToString("F0")%
Shared 0.ToString("F0")%
None 98.77224781879511.ToString("F0")%
Common Shares in MFG 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. MFG ranks #11 (2.0% 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 MFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,483,254 | 1,698,143 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,956,304 | 1,496,763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,594,370 | 1,282,742 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,140,085 | 1,104,332 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,638,072 | 1,204,732 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,924,963 | 1,007,150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,357,622 | 803,259 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,122,049 | 738,074 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,587,250 | 650,063 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,574,271 | 457,637 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,283,607 | 374,230 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $906,684 | 295,337 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $633,856 | 224,772 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $288,845 | 101,706 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $404,350 | 182,964 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $320,474 | 143,069 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $196,664 | 76,523 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $180,491 | 70,781 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $220,861 | 77,768 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $99,536 | 34,925 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $222,757 | 76,549 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $189,737 | 74,407 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $213,812 | 83,848 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $73,894 | 29,917 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $92,430 | 40,013 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||