Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,862,840
+$5,666,420 QoQ
Shares Held
95,655
+208.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL 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. WAL ranks #35 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,862,840 | 95,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,196,420 | 31,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,579,675 | 18,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $945,767 | 10,906 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $680,765 | 8,730 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $558,938 | 7,275 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $625,630 | 7,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $591,851 | 6,843 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $361,591 | 5,756 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $348,294 | 5,426 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $354,937 | 5,395 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $288,783 | 6,282 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,229,403 | 33,710 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,354,038 | 38,099 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,163,576 | 36,326 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,248,176 | 34,198 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,421,721 | 34,302 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,797,162 | 33,774 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,606,275 | 33,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,580,395 | 32,902 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,055,693 | 32,910 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,296,050 | 34,901 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,408,551 | 40,176 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,270,365 | 40,176 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,379,301 | 36,422 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,036,148 | 33,850 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||