Position in OSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,255,734
+$309,243 QoQ
Shares Held
53,848
+14.7% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 185 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OSBC 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. OSBC ranks #130 (0.1% 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 OSBC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,734 | 53,848 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $946,491 | 46,949 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $920,575 | 47,209 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $662,310 | 38,306 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $597,624 | 33,688 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $602,684 | 36,219 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $631,260 | 35,504 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $469,367 | 30,107 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $438,330 | 29,597 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $317,738 | 22,958 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $267,281 | 17,311 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,664 | 15,846 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $206,387 | 15,803 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $222,836 | 15,849 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,085 | 15,342 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $150,792 | 11,555 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $154,097 | 11,517 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $190,197 | 13,108 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $162,839 | 12,934 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||