Position in PB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,458,040
+$7,137,136 QoQ
Shares Held
252,746
+50.0% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
of 455 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PB 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. PB ranks #13 (2.0% 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 PB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,458,040 | 252,746 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,320,904 | 168,516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,018,094 | 130,489 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,761,553 | 41,621 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $544,359 | 7,750 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $297,755 | 4,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $329,655 | 4,375 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $281,721 | 3,909 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $203,900 | 3,335 | Shares | Defined | 2024-08-15 | |
| 2020-06-30 | $368,334 | 6,203 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $302,865 | 6,277 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||