Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$242,022
+$14,895 QoQ
Shares Held
4,007
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,616
of 2,047 holders
Holding Since
Mar 2020
19 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, 2026Welch Group, LLC holds $160,721,554 across 13 Banks - Regional names. USB ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
959,733 | $83,256,837 | |
| 2 | TFC |
Truist Financial Corp
|
1,339,362 | $66,727,014 | |
| 3 | RF |
Regions Financial Corp
|
150,270 | $4,538,154 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
26,853 | $2,708,930 | |
| 5 | UCB |
United Community Banks Inc
|
26,047 | $913,989 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,015 | $742,353 | |
| 7 | FBK |
FB Financial Corp
|
6,814 | $377,154 | |
| 8 | SMBK |
Smartfinancial Inc.
|
6,499 | $304,933 |
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,022 | 4,007 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $227,127 | 4,367 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $233,023 | 4,367 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $243,341 | 5,035 | Shares | Sole | 2025-10-14 | |
| 2024-03-31 | $207,184 | 4,635 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $202,680 | 4,683 | Shares | Sole | 2024-01-23 | |
| 2023-03-31 | $246,077 | 6,826 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $297,681 | 6,826 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $322,922 | 8,009 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $374,280 | 8,133 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $498,812 | 9,385 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $527,155 | 9,385 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $562,896 | 9,470 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $525,320 | 9,221 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $506,805 | 9,163 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $907,480 | 19,478 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $995,841 | 27,778 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,010,303 | 27,439 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $816,086 | 23,689 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||