Position in USB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,953,758
+$179,905 QoQ
Shares Held
32,347
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#743
of 2,047 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $6,284,587 across 69 Banks - Regional names. USB ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,155 | $2,007,924 | |
| 2 | USB |
US Bancorp De
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|
32,347 | $1,953,758 | |
| 3 | TFC |
Truist Financial Corp
|
11,621 | $578,958 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,840 | $216,460 | |
| 5 | KB |
KB Financial Group Inc.
|
1,882 | $197,534 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
7,854 | $139,251 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
1,752 | $138,583 | |
| 8 | EWBC |
East West Bancorp Inc
|
934 | $120,570 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,953,758 | 32,347 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,773,853 | 34,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $590,428 | 11,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $484,073 | 10,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,400 | 5,821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $256,739 | 6,081 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $294,776 | 6,163 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $286,086 | 6,256 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,181 | 6,327 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,816 | 6,327 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $560,476 | 12,950 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $524,563 | 15,867 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $560,127 | 16,953 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $742,233 | 20,589 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,781 | 5,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $207,043 | 5,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $217,582 | 4,728 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $181,669 | 4,934 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||