UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in USB — US Bancorp \De\

CIK 1463217 IRVING, TX

Position in USB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,605,697

-$32,067 QoQ

Shares Held

69,327

+1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,458,897 across 60 Banks - Regional names. USB ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QCRH	Qcr Holdings Inc	64,826	$5,539,381
2	USB	US Bancorp \De\ This page	69,327	$3,605,697
3	FITB	Fifth Third Bancorp	74,595	$3,465,683
4	TFC	Truist Financial Corp	65,157	$2,995,267
5	PNC	Pnc Financial Services Group, Inc.	14,073	$2,928,450
6	HDB	Hdfc Bank Ltd	110,536	$2,750,135
7	MTB	M&T Bank Corp	11,436	$2,364,049
8	RF	Regions Financial Corp	72,591	$1,896,076

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,605,697	69,327	+1.7%	Shares	Defined	2026-05-15
2025-12-31	$3,637,764	68,174	-0.6%	Shares	Defined	2026-02-17
2025-09-30	$3,315,341	68,598	+1.1%	Shares	Defined	2025-11-14
2025-06-30	$3,070,031	67,846	+5.0%	Shares	Defined	2025-08-11
2025-03-31	$2,728,298	64,621	-3.9%	Shares	Defined	2025-05-13
2024-12-31	$3,215,371	67,225	-0.4%	Shares	Defined	2025-02-13
2024-09-30	$3,085,997	67,483	-0.5%	Shares	Defined	2024-11-12
2024-06-30	$2,692,652	67,825	-2.0%	Shares	Defined	2024-08-14
2024-03-31	$3,094,402	69,226	-5.4%	Shares	Defined	2024-05-15
2023-12-31	$3,167,490	73,186	+45.0%	Shares	Defined	2024-02-14
2023-09-30	$1,669,166	50,489	-9.2%	Shares	Defined	2023-11-14
2023-06-30	$1,837,453	55,613	-5.3%	Shares	Defined	2023-08-14
2023-03-31	$2,117,721	58,744	-8.5%	Shares	Defined	2023-08-15
2022-12-31	$2,799,151	64,186	+6.0%	Shares	Defined	2023-02-15
2022-09-30	$2,440,972	60,540	-19.9%	Shares	Defined	2022-11-14
2022-06-30	$3,479,019	75,598	+24.1%	Shares	Defined	2022-08-11
2022-03-31	$3,238,323	60,928	-4.3%	Shares	Defined	2022-05-16
2021-12-31	$3,577,579	63,692	-8.4%	Shares	Defined	2022-02-14
2021-09-30	$4,131,733	69,511	-1.2%	Shares	Defined	2021-11-15
2021-06-30	$4,009,719	70,383	+0.9%	Shares	Defined	2021-08-13
2021-03-31	$3,859,255	69,775	+0.9%	Shares	Defined	2021-05-14
2020-12-31	$3,221,884	69,154	-11.2%	Shares	Defined	2021-02-17
2020-09-30	$2,792,428	77,892	-16.8%	Shares	Defined	2020-11-13
2020-06-30	$3,446,131	93,594	-9.1%	Shares	Defined	2020-08-13
2020-03-31	$3,547,350	102,971	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.