Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,416,362
+$9,688,580 QoQ
Shares Held
834,708
+6.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#136
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. USB ranks #1 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
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 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,416,362 | 834,708 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $40,727,782 | 783,076 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $42,466,875 | 795,856 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,269,799 | 647,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,186,812 | 622,913 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,526,901 | 794,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,336,618 | 676,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,648,655 | 626,474 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $25,985,702 | 654,552 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $29,361,998 | 656,868 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,359,667 | 632,155 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,677,533 | 837,191 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $22,506,219 | 681,181 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $20,924,213 | 580,422 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,704,587 | 520,628 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,872,333 | 517,667 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $22,207,687 | 482,566 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,928,359 | 469,019 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,187,818 | 412,815 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,438,559 | 394,323 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $22,178,363 | 389,299 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,876,081 | 323,198 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,199,995 | 347,714 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,493,940 | 348,506 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,567,660 | 341,327 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,600,141 | 336,724 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||