Position in MTB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,126,011
+$3,578,839 QoQ
Shares Held
63,552
+13.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#143
of 1,144 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB 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. MTB ranks #15 (1.6% 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.
|
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 MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,126,011 | 63,552 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,547,172 | 55,859 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,567,277 | 47,485 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,048,073 | 40,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,686,271 | 39,622 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,784,456 | 37,955 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,815,525 | 30,932 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,205,557 | 29,225 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,075,361 | 26,925 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,647,780 | 25,081 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,854,690 | 20,825 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,916,063 | 23,061 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,207,506 | 17,837 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,564,656 | 21,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,018,553 | 20,809 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,519,789 | 14,291 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,420,509 | 21,460 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,227,688 | 7,243 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $626,779 | 4,197 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $887,116 | 6,105 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $616,446 | 4,066 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $478,775 | 3,761 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $344,140 | 3,737 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $352,250 | 3,388 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $383,104 | 3,704 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||