Position in SHBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,482,662
+$1,213,700 QoQ
Shares Held
195,323
+11.6% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 177 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHBI 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. SHBI ranks #55 (0.5% 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 SHBI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,482,662 | 195,323 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,268,962 | 174,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,818,457 | 159,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,472,166 | 150,650 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,456,473 | 92,651 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $660,223 | 48,761 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $651,450 | 41,101 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $527,058 | 37,674 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $330,252 | 28,843 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $359,904 | 31,296 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $409,944 | 28,768 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $421,167 | 40,035 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $332,523 | 28,765 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $410,749 | 28,764 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $501,339 | 28,763 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $498,157 | 28,762 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $532,078 | 28,761 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $586,424 | 28,634 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $597,018 | 28,634 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||