Creative Planning

Position in PFIS — Peoples Financial Services Corp.

CIK 1540235 OVERLAND PARK, KS

Position in PFIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$232,825

+$231,802 QoQ

Shares Held

3,508

+17440.0% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#78

of 122 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. PFIS ranks #202 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,825	3,508	+17440.0%	Shares	Sole	2026-08-13
2024-12-31	$1,023	20	-99.7%	Shares	Defined	2025-02-14
2023-09-30	$252,910	6,307	0.0%	Shares	Sole	2023-11-16
2023-06-30	$276,183	6,307	0.0%	Shares	Sole	2023-07-21
2023-03-31	$273,408	6,307	0.0%	Shares	Sole	2023-05-15
2022-12-31	$326,954	6,307	0.0%	Shares	Sole	2023-02-10
2022-09-30	$295,419	6,307	0.0%	Shares	Sole	2022-11-03
2022-06-30	$352,182	6,307	0.0%	Shares	Sole	2022-08-15
2022-03-31	$318,377	6,307	0.0%	Shares	Sole	2022-05-16
2021-12-31	$332,315	6,307	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.