Position in SFBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,855,993
+$1,854,437 QoQ
Shares Held
181,118
+9.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 356 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. SFBS ranks #36 (0.8% 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 SFBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,855,993 | 90,559 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||