Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,105,853
+$651,665 QoQ
Shares Held
84,534
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#496
of 2,044 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $13,523,304 across 9 Banks - Regional names. USB ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
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|
84,534 | $5,105,853 | |
| 2 | MTB |
M&T Bank Corp
|
17,957 | $4,273,945 | |
| 3 | WSBC |
Wesbanco Inc
|
48,357 | $1,887,373 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,572 | $633,277 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
5,000 | $433,750 | |
| 6 | UMBF |
Umb Financial Corp
|
2,916 | $416,288 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
17,428 | $308,998 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,162 | $234,611 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,105,853 | 84,534 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,454,188 | 85,641 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,882,973 | 91,510 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,356,852 | 90,148 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,885,300 | 85,863 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,462,208 | 82,004 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,855,988 | 101,526 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,653,073 | 101,751 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,318,966 | 133,979 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,095,068 | 136,355 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,563,328 | 82,332 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,819,125 | 85,273 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,177,357 | 96,167 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,363,140 | 93,291 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,914,477 | 89,761 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,600,817 | 89,306 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,890,898 | 84,548 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,978,862 | 74,861 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,032,388 | 71,789 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,171,736 | 70,184 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,173,627 | 55,707 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,306,592 | 41,703 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,504,251 | 32,287 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,173,155 | 32,724 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,259,796 | 34,215 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,247,606 | 36,215 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||