Position in USB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,450,956
-$350,949 QoQ
Shares Held
124,033
-2.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. USB ranks #1 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
|
10,452 | $1,115,855 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,450,956 | 124,033 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,801,905 | 127,472 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $6,029,743 | 133,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,362,254 | 103,322 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,783,956 | 100,020 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,533,123 | 99,128 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,217,288 | 81,040 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,842,160 | 63,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,575,809 | 59,515 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,305,075 | 69,724 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $48,582,842 | 1,470,425 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,200 | 1,448 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,017,114 | 69,184 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $3,894,387 | 96,587 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,831,777 | 104,993 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,322,015 | 100,132 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,520,353 | 27,067 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,561,548 | 26,271 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,497,057 | 26,278 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,327,495 | 24,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $955,467 | 20,508 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $734,100 | 20,477 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $729,919 | 19,824 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $722,003 | 20,958 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||