Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,713,009
+$1,765,629 QoQ
Shares Held
193,924
+1.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#343
of 2,059 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. USB ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
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|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,713,009 | 193,924 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,947,380 | 191,259 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,163,639 | 190,473 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,344,702 | 193,352 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,616,353 | 256,715 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,773,761 | 231,496 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,406,175 | 280,288 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,025,367 | 284,832 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,880,774 | 248,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,172,805 | 317,065 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $13,381,137 | 309,176 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,588,029 | 259,771 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,333,183 | 252,215 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,668,438 | 240,456 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,386,658 | 261,102 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,787,736 | 267,553 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,035,549 | 239,799 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,206,924 | 248,484 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,241,060 | 253,535 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $15,133,245 | 254,597 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,229,801 | 232,224 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,548,340 | 208,793 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,320,640 | 157,129 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,256,291 | 90,831 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,668,087 | 72,463 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||