Position in UBSI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,710,690
+$497,506 QoQ
Shares Held
65,444
+13.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI 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. UBSI ranks #59 (0.4% 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 UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,710,690 | 65,444 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,213,184 | 57,635 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,018,791 | 54,254 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,906,928 | 52,345 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,810,918 | 52,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,968,708 | 52,429 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,915,064 | 51,619 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,669,329 | 51,459 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,856,176 | 51,863 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,923,530 | 77,857 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,112,897 | 76,582 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,204,332 | 74,295 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,746,304 | 78,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,145,951 | 77,697 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,679,033 | 74,938 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,619,764 | 74,701 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,394,616 | 68,653 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,375,977 | 65,490 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,875,525 | 106,529 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,350,571 | 146,591 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,612,978 | 93,649 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,034,130 | 93,646 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,010,515 | 93,643 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,584,633 | 93,443 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,156,664 | 93,443 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||