Position in USB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$590,885
-$11,549 QoQ
Shares Held
11,361
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Forvis Mazars Wealth Advisors, LLC holds $7,366,778 across 14 Banks - Regional names. USB ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $872,277 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,608 | $750,788 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,817 | $679,796 | |
| 4 | LKFN |
Lakeland Financial Corp
|
11,722 | $672,608 | |
| 5 | QCRH |
Qcr Holdings Inc
|
7,672 | $655,572 | |
| 6 | USB |
US Bancorp De
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|
11,361 | $590,885 | |
| 7 | TFC |
Truist Financial Corp
|
11,807 | $542,767 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,543 | $536,287 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,885 | 11,361 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $602,434 | 11,290 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $487,214 | 10,081 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $458,156 | 10,125 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $657,027 | 15,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,050,280 | 42,866 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,961,085 | 42,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $699,117 | 17,610 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $735,583 | 16,456 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $634,917 | 14,670 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $701,962 | 21,233 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,341,721 | 40,609 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,549,897 | 42,993 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,752,991 | 40,197 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,646,184 | 40,828 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,887,142 | 41,007 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,081,035 | 39,154 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,124,686 | 37,826 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,264,901 | 38,104 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,205,593 | 38,715 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,178,882 | 39,394 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,065,334 | 44,330 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,578,439 | 44,029 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,606,824 | 43,640 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,480,592 | 42,978 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||