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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in USB — US Bancorp \De\

CIK 1463217 IRVING, TX
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$4,196,350
+$590,653 QoQ
Shares Held
69,476
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#544
of 2,063 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. USB ranks #3 (6.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 QCRH
Qcr Holdings Inc
 64,910 $6,318,988
2 PNC
Pnc Financial Services Group, Inc.
 18,337 $4,514,936
3 USB
US Bancorp \De\
This page 		69,476 $4,196,350
4 FITB
Fifth Third Bancorp
 73,291 $4,131,413
5 TFC
Truist Financial Corp
 64,617 $3,219,218
6 MTB
M&T Bank Corp
 11,256 $2,679,040
7 RF
Regions Financial Corp
 72,185 $2,179,987
8 HDB
Hdfc Bank Ltd
 80,347 $2,075,363

All Filings in USB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,196,350 69,476
2026-03-31 $3,605,697 69,327
2025-12-31 $3,637,764 68,174
2025-09-30 $3,315,341 68,598
2025-06-30 $3,070,031 67,846
2025-03-31 $2,728,298 64,621
2024-12-31 $3,215,371 67,225
2024-09-30 $3,085,997 67,483
2024-06-30 $2,692,652 67,825
2024-03-31 $3,094,402 69,226
2023-12-31 $3,167,490 73,186
2023-09-30 $1,669,166 50,489
2023-06-30 $1,837,453 55,613
2023-03-31 $2,117,721 58,744
2022-12-31 $2,799,151 64,186
2022-09-30 $2,440,972 60,540
2022-06-30 $3,479,019 75,598
2022-03-31 $3,238,323 60,928
2021-12-31 $3,577,579 63,692
2021-09-30 $4,131,733 69,511
2021-06-30 $4,009,719 70,383
2021-03-31 $3,859,255 69,775
2020-12-31 $3,221,884 69,154
2020-09-30 $2,792,428 77,892
2020-06-30 $3,446,131 93,594
2020-03-31 $3,547,350 102,971