Position in RBCAA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$706,911
+$93,866 QoQ
Shares Held
10,020
+12.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RBCAA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $681,350,507 across 194 Banks - Regional names. RBCAA ranks #147 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
783,076 | $40,727,782 | |
| 2 | WF |
Woori Financial Group Inc.
|
390,676 | $26,019,020 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
123,994 | $25,801,910 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
404,143 | $24,236,455 | |
| 5 | TFC |
Truist Financial Corp
|
502,309 | $23,091,144 | |
| 6 | FITB |
Fifth Third Bancorp
|
409,192 | $19,011,060 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
301,441 | $18,484,361 | |
| 8 | KB |
KB Financial Group Inc.
|
184,039 | $18,354,209 |
All Filings in RBCAA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $706,911 | 10,020 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $613,045 | 8,886 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $798,072 | 11,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $696,956 | 9,533 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $494,541 | 7,749 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $432,564 | 6,191 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $261,460 | 4,004 | Shares | Defined | 2024-10-11 | |
| 2022-09-30 | $321,720 | 8,400 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $405,300 | 8,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $377,496 | 8,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $477,896 | 9,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $526,760 | 10,400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $479,752 | 10,400 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $500,477 | 11,300 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $393,163 | 10,900 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $306,944 | 10,900 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $356,539 | 10,900 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $368,284 | 11,150 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||