Creative Planning

Position in WASH — Washington Trust Bancorp Inc

CIK 1540235 OVERLAND PARK, KS

Position in WASH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,521,643

+$592,340 QoQ

Shares Held

69,124

+19.9% QoQ

Ownership

0.362%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#34

of 178 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. WASH ranks #87 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,521,643	69,124	+19.9%	Shares	Defined	2026-08-13
2026-03-31	$1,929,303	57,660	+9.3%	Shares	Sole	2026-05-12
2025-12-31	$1,559,117	52,762	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$1,498,146	51,839	+17.2%	Shares	Sole	2025-11-14
2025-06-30	$1,250,682	44,225	-32.8%	Shares	Defined	2025-08-08
2025-03-31	$2,031,853	65,841	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$2,017,529	64,355	+0.5%	Shares	Defined	2025-02-14
2024-09-30	$2,062,469	64,032	+27.3%	Shares	Defined	2024-10-11
2024-06-30	$1,378,885	50,306	+23.9%	Shares	Defined	2024-08-15
2024-03-31	$1,091,273	40,598	+31.4%	Shares	Sole	2024-05-13
2023-12-31	$1,000,282	30,892	+92.3%	Shares	Defined	2024-02-14
2023-09-30	$422,938	16,063	+40.7%	Shares	Defined	2023-11-16
2023-06-30	$306,035	11,415	+30.9%	Shares	Sole	2023-07-21
2023-03-31	$302,235	8,720	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.