Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$466,288
+$64,771 QoQ
Shares Held
7,720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,271
of 2,052 holders
Holding Since
Mar 2020
26 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $6,509,139 across 10 Banks - Regional names. USB ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,010 | $1,615,088 | |
| 2 | SMBK |
Smartfinancial Inc.
|
23,048 | $1,081,412 | |
| 3 | RF |
Regions Financial Corp
|
27,765 | $838,503 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,302 | $813,018 | |
| 5 | USB |
US Bancorp De
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|
7,720 | $466,288 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,000 | $450,960 | |
| 7 | TFC |
Truist Financial Corp
|
8,160 | $406,531 | |
| 8 | CHCO |
City Holding Co
|
3,000 | $397,920 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,288 | 7,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $401,517 | 7,720 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $427,466 | 8,011 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $387,171 | 8,011 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $361,276 | 7,984 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $335,649 | 7,950 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $379,052 | 7,925 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $361,175 | 7,898 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $312,399 | 7,869 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $350,448 | 7,840 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $325,508 | 7,521 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $247,487 | 7,486 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $246,280 | 7,454 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $267,599 | 7,423 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $322,714 | 7,400 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $297,279 | 7,373 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $338,247 | 7,350 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $389,536 | 7,329 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $410,771 | 7,313 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $1,314,456 | 22,114 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $414,741 | 7,280 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $401,771 | 7,264 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $339,454 | 7,286 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $258,944 | 7,223 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $265,067 | 7,199 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $248,763 | 7,221 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||