Position in SRCE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$937,587
+$243,011 QoQ
Shares Held
13,547
+21.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $684,464,748 across 195 Banks - Regional names. SRCE ranks #135 (0.1% 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 SRCE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $937,587 | 13,547 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $694,576 | 11,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,385 | 7,170 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $283,970 | 4,575 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $4,553 | 78 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||