Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,793,542
+$757,043 QoQ
Shares Held
62,807
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#106
of 640 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $46,131,361 across 29 Banks - Regional names. USB ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
103,967 | $7,284,967 | |
| 2 | FHN |
First Horizon Corp
|
235,926 | $6,049,142 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
50,171 | $5,061,250 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
220,180 | $3,903,791 | |
| 5 | USB |
US Bancorp \De\
This page
|
62,807 | $3,793,542 | |
| 6 | TFC |
Truist Financial Corp
|
73,624 | $3,667,946 | |
| 7 | RBCAA |
Republic Bancorp Inc /Ky/
|
39,346 | $3,558,058 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
10,970 | $2,701,033 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,793,542 | 62,807 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $3,036,499 | 58,383 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $3,305,277 | 61,943 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,781,632 | 57,555 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,576,579 | 56,941 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,384,584 | 56,480 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,369,880 | 49,548 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||