Position in RVSB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$76,769
-$335 QoQ
Shares Held
14,138
+0.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 88 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVSB 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. RVSB ranks #208 (0.0% 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 RVSB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,769 | 14,138 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $77,104 | 14,019 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $70,420 | 14,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $73,628 | 13,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,297 | 11,145 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $62,969 | 11,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,972 | 11,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $52,492 | 11,145 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $44,468 | 11,145 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $52,604 | 11,145 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $71,328 | 11,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,966 | 11,145 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $56,780 | 11,266 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $60,155 | 11,265 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $86,507 | 11,264 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $71,520 | 11,263 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $75,670 | 11,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $86,817 | 11,499 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $88,419 | 11,498 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $83,583 | 11,497 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $78,017 | 11,258 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $59,211 | 11,257 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $46,708 | 11,255 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $63,585 | 11,254 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $56,377 | 11,253 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||