Avidian Wealth Enterprises, LLC

Position in USB — US Bancorp De

CIK 1471474 HOUSTON, TX

Position in USB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,114,561

+$198,301 QoQ

Shares Held

18,453

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#928

of 2,044 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. USB ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	38,308	$1,908,504
2	SFBS	ServisFirst Bancshares, Inc.	19,795	$1,717,216
3	USB	US Bancorp De This page	18,453	$1,114,561
4	PNC	Pnc Financial Services Group, Inc.	3,096	$762,297
5	FFIN	First Financial Bankshares Inc	16,238	$561,834
6	FITB	Fifth Third Bancorp	8,980	$506,202
7	CFR	Cullen/Frost Bankers, Inc.	2,578	$398,352
8	HDB	Hdfc Bank Ltd	9,165	$236,731

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,114,561	18,453	+4.7%	Shares	Sole	2026-07-24
2026-03-31	$916,260	17,617	+22.4%	Shares	Sole	2026-05-07
2025-12-31	$767,743	14,388	+8.1%	Shares	Sole	2026-02-02
2025-09-30	$643,320	13,311	+8.8%	Shares	Sole	2025-10-30
2025-06-30	$553,724	12,237	+23.1%	Shares	Sole	2025-07-30
2025-03-31	$419,709	9,941	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$476,769	9,968	+19.4%	Shares	Sole	2025-01-29
2024-09-30	$381,799	8,349	-22.9%	Shares	Sole	2024-10-30
2024-06-30	$429,673	10,823	+3.7%	Shares	Sole	2024-08-06
2024-03-31	$466,444	10,435	+3.3%	Shares	Sole	2024-05-03
2023-12-31	$437,344	10,105	+26.1%	Shares	Sole	2024-02-06
2023-09-30	$265,008	8,016	+2.0%	Shares	Sole	2023-10-13
2023-06-30	$259,760	7,862	-47.5%	Shares	Sole	2023-08-03
2023-03-31	$540,209	14,985	+10.9%	Shares	Sole	2023-05-08
2022-12-31	$589,389	13,515	-4.8%	Shares	Sole	2023-02-06
2022-09-30	$572,140	14,190	+38.7%	Shares	Sole	2022-11-03
2022-06-30	$470,738	10,229	+3.1%	Shares	Sole	2022-07-29
2022-03-31	$527,301	9,921	+2.6%	Shares	Sole	2022-05-10
2021-12-31	$543,332	9,673	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$573,893	9,655	+5.8%	Shares	Sole	2021-11-10
2021-06-30	$520,022	9,128	+4.8%	Shares	Sole	2021-08-09
2021-03-31	$481,694	8,709	-8.8%	Shares	Sole	2021-05-05
2020-12-31	$444,887	9,549	-1.0%	Shares	Sole	2021-02-09
2020-09-30	$345,809	9,646	+13.8%	Shares	Sole	2021-02-03
2020-06-30	$312,049	8,475	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.