Creative Planning

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PNC

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

Position Value

$34,314,449

+$8,512,539 QoQ

Shares Held

139,365

+12.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#200

of 2,021 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. PNC ranks #2 (3.6% 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. This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,314,449	139,365	+12.4%	Shares	Defined	2026-08-13
2026-03-31	$25,801,910	123,994	+17.5%	Shares	Defined	2026-05-12
2025-12-31	$22,031,659	105,551	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$20,828,604	103,661	+29.2%	Shares	Defined	2025-11-14
2025-06-30	$14,957,594	80,236	-10.4%	Shares	Sole	2025-08-08
2025-03-31	$15,736,160	89,527	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$16,124,381	83,611	+10.1%	Shares	Defined	2025-02-14
2024-09-30	$14,035,105	75,927	+8.7%	Shares	Defined	2024-10-11
2024-06-30	$10,863,686	69,872	-41.5%	Shares	Defined	2024-08-15
2024-03-31	$19,292,292	119,383	+88.6%	Shares	Defined	2024-05-13
2023-12-31	$9,804,326	63,315	+6.9%	Shares	Defined	2024-02-14
2023-09-30	$7,271,298	59,227	+17.9%	Shares	Defined	2023-11-16
2023-06-30	$6,325,082	50,219	+41.3%	Shares	Defined	2023-07-21
2023-03-31	$4,517,260	35,541	+4.6%	Shares	Sole	2023-05-15
2022-12-31	$5,367,748	33,986	+6.0%	Shares	Sole	2023-02-10
2022-09-30	$4,791,301	32,066	+6.8%	Shares	Sole	2022-11-03
2022-06-30	$4,738,306	30,033	+8.6%	Shares	Sole	2022-08-15
2022-03-31	$5,102,624	27,664	+11.6%	Shares	Sole	2022-05-16
2021-12-31	$4,972,294	24,797	-4.7%	Shares	Sole	2022-02-11
2021-09-30	$5,091,139	26,023	-8.7%	Shares	Sole	2021-11-10
2021-06-30	$5,437,422	28,504	+12.7%	Shares	Sole	2021-08-04
2021-03-31	$4,436,645	25,293	-5.7%	Shares	Sole	2021-04-30
2020-12-31	$3,995,435	26,815	+1.2%	Shares	Sole	2021-01-29
2020-09-30	$2,913,054	26,504	+0.3%	Shares	Sole	2020-11-05
2020-06-30	$2,781,015	26,433	-20.9%	Shares	Sole	2020-07-23
2020-03-31	$3,198,100	33,411	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.