Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,165,478
+$179,889 QoQ
Shares Held
19,296
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#913
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. USB ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,478 | 19,296 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $985,589 | 18,950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,001,247 | 18,764 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $919,671 | 19,029 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,236,773 | 27,332 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,397,257 | 29,213 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,691,415 | 36,987 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,449,010 | 36,499 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,504,094 | 56,020 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,070,688 | 47,844 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,852,021 | 56,020 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,172,787 | 35,496 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,548,383 | 42,951 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,912,254 | 43,849 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,242,863 | 30,825 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,199,464 | 26,064 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,552,404 | 29,208 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,282,692 | 40,639 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,098,945 | 35,312 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,883,826 | 33,067 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,576,666 | 28,506 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,209,801 | 25,967 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,433,425 | 39,984 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,341,388 | 36,431 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,550,697 | 45,013 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||