Creative Planning

Position in TCBK — Trico Bancshares /

CIK 1540235 OVERLAND PARK, KS

Position in TCBK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,757,432

+$922,571 QoQ

Shares Held

88,346

+9.5% QoQ

Ownership

0.276%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#37

of 213 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. TCBK ranks #53 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,757,432	88,346	+9.5%	Shares	Defined	2026-08-13
2026-03-31	$3,834,861	80,666	+4.5%	Shares	Sole	2026-05-12
2025-12-31	$3,656,585	77,192	+15.9%	Shares	Sole	2026-02-17
2025-09-30	$2,957,705	66,600	+13.3%	Shares	Defined	2025-11-14
2025-06-30	$2,379,191	58,760	+56.1%	Shares	Defined	2025-08-08
2025-03-31	$1,504,910	37,651	+25.4%	Shares	Sole	2025-05-15
2024-12-31	$1,312,004	30,023	+22.7%	Shares	Defined	2025-02-14
2024-09-30	$1,043,559	24,468	+14.1%	Shares	Defined	2024-10-11
2024-06-30	$848,657	21,447	+62.6%	Shares	Defined	2024-08-15
2024-03-31	$485,017	13,187	+48.7%	Shares	Sole	2024-05-13
2023-12-31	$381,143	8,870	+74.0%	Shares	Defined	2024-02-14
2022-12-31	$259,998	5,099	-17.2%	Shares	Sole	2023-02-10
2022-09-30	$275,088	6,161	-29.4%	Shares	Sole	2022-11-03
2021-03-31	$413,397	8,727	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.