Position in TSBK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,279,266
-$173,533 QoQ
Shares Held
32,444
-20.1% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $681,350,507 across 194 Banks - Regional names. TSBK ranks #110 (0.2% 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 TSBK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,279,266 | 32,444 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,452,799 | 40,581 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $825,610 | 24,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $749,923 | 24,036 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $721,670 | 23,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $730,104 | 23,930 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $721,701 | 23,850 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $646,096 | 23,850 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $641,772 | 23,840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $748,748 | 23,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $644,980 | 23,800 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $608,804 | 23,800 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $643,076 | 23,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $812,294 | 23,800 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $685,720 | 24,800 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $620,000 | 24,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $669,848 | 24,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $686,960 | 24,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $760,070 | 26,300 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $661,878 | 23,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $577,388 | 23,800 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $428,400 | 23,800 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $433,398 | 23,800 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $435,302 | 23,800 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||