Position in SHG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,795,050
+$11,310,689 QoQ
Shares Held
471,068
+56.3% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#10
of 301 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHG 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. SHG ranks #6 (3.2% 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
This page
|
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 SHG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,795,050 | 471,068 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,484,361 | 301,441 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,365,897 | 230,578 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,569,795 | 189,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,358,601 | 162,873 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,068,452 | 95,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,905,420 | 118,778 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,158,885 | 121,758 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,492,343 | 100,326 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,176,425 | 89,502 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,094,301 | 68,041 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,356,128 | 51,194 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,201,000 | 46,086 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,118,279 | 41,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $993,051 | 35,555 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $366,988 | 15,956 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||