Position in THFF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,638,437
+$353,572 QoQ
Shares Held
73,393
+3.5% QoQ
Ownership
0.617%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in THFF 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. THFF ranks #39 (0.7% 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 THFF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,638,437 | 73,393 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,284,865 | 70,918 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,865,461 | 68,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,375,548 | 62,291 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,117,185 | 63,642 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,630,427 | 56,948 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,090,109 | 47,665 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,119,048 | 30,343 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,035,024 | 27,003 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $788,739 | 18,330 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $384,757 | 11,380 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $248,005 | 7,638 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||