Smith Salley Wealth Management

Position in USB — US Bancorp De

CIK 1482012 GREENSBORO, NC

Position in USB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$815,098

+$109,687 QoQ

Shares Held

13,495

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,043

of 2,059 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $36,056,137 across 8 Banks - Regional names. USB ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	80,906	$19,920,675
2	FBNC	First Bancorp /Nc/	110,644	$7,073,470
3	HBAN	Huntington Bancshares Inc /Md/	159,890	$2,834,849
4	AUB	Atlantic Union Bankshares Corp	62,147	$2,629,439
5	FCNCA	First Citizens Bancshares Inc /De/	752	$1,564,754
6	TFC	Truist Financial Corp	17,105	$852,171
7	USB	US Bancorp De This page	13,495	$815,098
8	LOB	Live Oak Bancshares, Inc.	8,954	$365,681

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,098	13,495	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$705,411	13,563	-1.9%	Shares	Sole	2026-04-16
2025-12-31	$738,075	13,832	0.0%	Shares	Sole	2026-01-27
2025-09-30	$668,500	13,832	-1.0%	Shares	Sole	2025-10-20
2025-06-30	$631,961	13,966	-67.5%	Shares	Sole	2025-07-17
2024-12-31	$2,056,690	43,000	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$1,963,600	42,939	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$1,693,482	42,657	+1.3%	Shares	Sole	2024-07-29
2024-03-31	$1,882,764	42,120	-23.0%	Shares	Sole	2024-05-02
2023-12-31	$2,368,410	54,723	-22.2%	Shares	Sole	2024-01-24
2023-03-31	$2,536,981	70,374	+22.6%	Shares	Other	2023-05-03
2022-12-31	$2,502,820	57,391	-17.4%	Shares	Other	2023-02-03
2022-09-30	$2,801,070	69,471	+0.3%	Shares	Other	2022-11-01
2022-06-30	$3,186,194	69,235	+3.8%	Shares	Other	2022-08-01
2022-03-31	$3,546,433	66,725	-2.0%	Shares	Sole	2022-05-10
2021-12-31	$3,823,716	68,074	+2.7%	Shares	Sole	2022-02-10
2021-09-30	$3,941,347	66,308	+4.3%	Shares	Other	2021-11-05
2021-06-30	$3,622,949	63,594	+1.1%	Shares	Sole	2021-08-09
2021-03-31	$3,480,270	62,923	+2.7%	Shares	Sole	2021-04-30
2020-12-31	$2,854,521	61,269	-74.6%	Shares	Sole	2021-01-28
2020-09-30	$8,644,653	241,134	+3.1%	Shares	Sole	2020-11-05
2020-06-30	$8,614,001	233,949	+6.5%	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.