Position in SFBS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,001,556
-$10,668,584 QoQ
Shares Held
82,405
-64.5% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFBS 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. SFBS ranks #34 (0.9% 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 SFBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,001,556 | 82,405 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,670,140 | 232,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,788,556 | 245,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,838,572 | 243,047 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,083,198 | 243,138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,311,842 | 62,684 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $272,162 | 3,383 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $200,817 | 3,178 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $214,740 | 3,236 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $216,214 | 3,245 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $5,042,277 | 63,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,087,125 | 63,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,423,928 | 63,856 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,598,762 | 84,817 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,765,927 | 84,818 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,201,826 | 84,817 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,410,145 | 84,640 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,880,299 | 84,640 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,026,726 | 84,640 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,481,644 | 84,640 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||