Creative Planning

Position in WBS — Webster Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in WBS

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

Position Value

$14,443,226

+$2,556,024 QoQ

Shares Held

188,998

+10.4% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#99

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. WBS ranks #17 (1.5% 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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,443,226	188,998	+10.4%	Shares	Defined	2026-08-13
2026-03-31	$11,887,202	171,236	+63.1%	Shares	Defined	2026-05-12
2025-12-31	$6,609,077	105,006	+33.5%	Shares	Sole	2026-02-17
2025-09-30	$4,674,123	78,636	+22.8%	Shares	Sole	2025-11-14
2025-06-30	$3,495,382	64,018	+11.4%	Shares	Sole	2025-08-08
2025-03-31	$2,962,423	57,467	+8.2%	Shares	Sole	2025-05-15
2024-12-31	$2,932,347	53,103	+32.9%	Shares	Defined	2025-02-14
2024-09-30	$1,861,742	39,943	+7.6%	Shares	Defined	2024-10-11
2024-06-30	$1,618,407	37,128	+6.1%	Shares	Defined	2024-08-15
2024-03-31	$1,775,883	34,979	+5.6%	Shares	Sole	2024-05-13
2023-12-31	$1,681,170	33,120	+11.5%	Shares	Defined	2024-02-14
2023-09-30	$1,196,843	29,691	+11.7%	Shares	Defined	2023-11-16
2023-06-30	$1,003,093	26,572	+17.9%	Shares	Sole	2023-07-21
2023-03-31	$888,487	22,539	-5.4%	Shares	Sole	2023-05-15
2022-12-31	$1,127,591	23,819	+31.0%	Shares	Sole	2023-02-10
2022-09-30	$821,645	18,178	+14.6%	Shares	Sole	2022-11-03
2022-06-30	$668,583	15,862	-38.9%	Shares	Sole	2022-08-15
2022-03-31	$1,455,808	25,941	+355.0%	Shares	Sole	2022-05-16
2021-12-31	$318,343	5,701	-6.8%	Shares	Sole	2022-02-11
2021-09-30	$332,968	6,114	+7.7%	Shares	Sole	2021-11-10
2021-06-30	$302,917	5,679	-42.1%	Shares	Sole	2021-08-04
2021-03-31	$540,463	9,807	0.0%	Shares	Sole	2021-04-30
2020-12-31	$413,365	9,807	-2.0%	Shares	Sole	2021-01-29
2020-09-30	$264,284	10,007	-1.1%	Shares	Sole	2020-11-05
2020-06-30	$289,533	10,120	+3.0%	Shares	Sole	2020-07-23
2020-03-31	$224,969	9,824	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.