Position in WF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$26,019,020
+$6,369,345 QoQ
Shares Held
390,676
+16.9% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $684,464,748 across 195 Banks - Regional names. WF ranks #2 (3.8% 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.
This page
|
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 WF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,019,020 | 390,676 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,649,675 | 334,235 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,785,143 | 298,934 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,019,860 | 261,811 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,945,309 | 208,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,366,155 | 171,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,567,519 | 155,822 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,856,971 | 120,380 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,393,442 | 104,639 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,314,307 | 76,582 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,100,912 | 40,150 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,218,920 | 45,229 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $780,865 | 29,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $646,211 | 23,473 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||