Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$453,000
+$62,925 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,285
of 2,044 holders
Holding Since
Dec 2025
3 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, 2026Westover Capital Advisors, LLC holds $8,203,850 across 12 Banks - Regional names. USB ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
41,517 | $3,153,216 | |
| 2 | FBP |
First Bancorp /Pr/
|
32,925 | $858,354 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,809 | $691,631 | |
| 4 | TFC |
Truist Financial Corp
|
13,818 | $688,412 | |
| 5 | MTB |
M&T Bank Corp
|
2,356 | $560,751 | |
| 6 | WSFS |
Wsfs Financial Corp
|
6,115 | $469,203 | |
| 7 | USB |
US Bancorp De
This page
|
7,500 | $453,000 | |
| 8 | RF |
Regions Financial Corp
|
11,514 | $347,722 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,000 | 7,500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $390,075 | 7,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $213,440 | 4,000 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||