Position in WSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,456,368
+$1,687,848 QoQ
Shares Held
191,042
+14.2% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WSBC 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. WSBC ranks #37 (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 WSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,456,368 | 191,042 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,768,520 | 167,252 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,012,233 | 120,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,562,301 | 111,566 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,956,803 | 93,481 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,040,364 | 98,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,520,886 | 46,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,112,252 | 37,349 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $887,452 | 31,797 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $800,457 | 26,852 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $755,922 | 24,097 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $818,607 | 33,522 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $830,352 | 32,423 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $756,263 | 24,634 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,168,494 | 31,598 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,091,032 | 32,695 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $975,938 | 30,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,057,497 | 30,777 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,074,997 | 30,723 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $828,041 | 24,297 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $864,846 | 24,273 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $961,612 | 26,667 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $996,859 | 33,273 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $793,481 | 37,148 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $742,249 | 36,546 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $776,435 | 32,761 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||