Position in USB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$705,411
-$32,664 QoQ
Shares Held
13,563
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Smith Salley Wealth Management holds $30,631,409 across 8 Banks - Regional names. USB ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
79,656 | $16,575,617 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $6,234,789 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
152,909 | $2,393,025 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
62,147 | $2,221,133 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
757 | $1,426,687 | |
| 6 | TFC |
Truist Financial Corp
|
16,938 | $778,639 | |
| 7 | USB |
US Bancorp De
This page
|
13,563 | $705,411 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
8,954 | $296,108 |
All Filings in USB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $705,411 | 13,563 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $738,075 | 13,832 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $668,500 | 13,832 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $631,961 | 13,966 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $2,056,690 | 43,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,963,600 | 42,939 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,693,482 | 42,657 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,882,764 | 42,120 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,368,410 | 54,723 | Shares | Sole | 2024-01-24 | |
| 2023-03-31 | $2,536,981 | 70,374 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,502,820 | 57,391 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $2,801,070 | 69,471 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $3,186,194 | 69,235 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $3,546,433 | 66,725 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,823,716 | 68,074 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,941,347 | 66,308 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $3,622,949 | 63,594 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,480,270 | 62,923 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,854,521 | 61,269 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $8,644,653 | 241,134 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,614,001 | 233,949 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $7,567,079 | 219,654 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||