Position in NIC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,564,493
+$413,707 QoQ
Shares Held
39,691
-4.1% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 251 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NIC 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. NIC ranks #40 (0.7% 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 NIC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,564,493 | 39,691 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,150,786 | 41,386 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,149,799 | 17,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,512,863 | 18,683 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,919,496 | 15,545 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,664,364 | 15,275 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,394,882 | 13,296 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,193,844 | 12,484 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $972,149 | 11,707 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,020,701 | 11,870 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $493,100 | 6,127 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $425,727 | 6,101 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $407,392 | 5,999 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $396,332 | 6,286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $452,090 | 5,666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $529,004 | 7,510 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $367,921 | 5,086 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $475,522 | 5,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $435,781 | 5,082 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,385 | 2,944 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||