Atria Investments, Inc

Position in USB — US Bancorp De

CIK 1535865 Charlotte, NC

Position in USB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$9,947,380

-$216,259 QoQ

Shares Held

191,259

+0.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $93,777,069 across 63 Banks - Regional names. USB ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	64,714	$13,466,336
2	USB	US Bancorp De This page	191,259	$9,947,380
3	TFC	Truist Financial Corp	125,570	$5,772,452
4	PNFP	Pinnacle Financial Partners, Inc.	62,155	$5,354,031
5	RF	Regions Financial Corp	166,393	$4,346,185
6	FITB	Fifth Third Bancorp	62,754	$2,915,550
7	FHN	First Horizon Corp	98,363	$2,238,741
8	FBK	FB Financial Corp	41,099	$2,134,682

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,947,380	191,259	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$10,163,639	190,473	-1.5%	Shares	Sole	2026-02-05
2025-09-30	$9,344,702	193,352	-24.7%	Shares	Sole	2025-11-06
2025-06-30	$11,616,353	256,715	+10.9%	Shares	Sole	2025-08-04
2025-03-31	$9,773,761	231,496	-17.4%	Shares	Sole	2025-05-06
2024-12-31	$13,406,175	280,288	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$13,025,367	284,832	+14.4%	Shares	Sole	2024-11-01
2024-06-30	$9,880,774	248,886	-21.5%	Shares	Sole	2024-08-13
2024-03-31	$14,172,805	317,065	+2.6%	Shares	Sole	2024-05-21
2023-12-31	$13,381,137	309,176	+19.0%	Shares	Sole	2024-02-14
2023-09-30	$8,588,029	259,771	+3.0%	Shares	Sole	2023-11-07
2023-06-30	$8,333,183	252,215	+4.9%	Shares	Sole	2023-08-04
2023-03-31	$8,668,438	240,456	-7.9%	Shares	Sole	2023-05-10
2022-12-31	$11,386,658	261,102	-2.4%	Shares	Sole	2023-01-31
2022-09-30	$10,787,736	267,553	+11.6%	Shares	Sole	2022-11-01
2022-06-30	$11,035,549	239,799	-3.5%	Shares	Sole	2022-08-11
2022-03-31	$13,206,924	248,484	-2.0%	Shares	Sole	2022-05-02
2021-12-31	$14,241,060	253,535	-0.4%	Shares	Sole	2022-02-04
2021-09-30	$15,133,245	254,597	+9.6%	Shares	Sole	2021-11-16
2021-06-30	$13,229,801	232,224	+11.2%	Shares	Sole	2021-08-10
2021-03-31	$11,548,340	208,793	+32.9%	Shares	Sole	2021-05-11
2020-12-31	$7,320,640	157,129	+73.0%	Shares	Sole	2021-02-12
2020-09-30	$3,256,291	90,831	+25.3%	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.