Triangle Securities Wealth Management

Broker-Dealer

Position in USB — US Bancorp De

CIK 1541353 RALEIGH, NC

Position in USB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$281,222

+$21,172 QoQ

Shares Held

4,656

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,528

of 2,044 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $3,624,561 across 5 Banks - Regional names. USB ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCNCA	First Citizens Bancshares Inc /De/	628	$1,306,736
2	PNC	Pnc Financial Services Group, Inc.	4,005	$986,111
3	TFC	Truist Financial Corp	16,081	$801,155
4	USB	US Bancorp De This page	4,656	$281,222
5	FNB	Fnb Corp/Pa/	13,068	$249,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,222	4,656	-6.9%	Shares	Sole	2026-07-14
2026-03-31	$260,050	5,000	+1.8%	Shares	Sole	2026-04-20
2025-12-31	$262,157	4,913	-5.6%	Shares	Sole	2026-01-13
2025-09-30	$251,654	5,207	-21.8%	Shares	Sole	2025-10-15
2025-06-30	$301,229	6,657	-63.8%	Shares	Sole	2025-07-10
2025-03-31	$777,312	18,411	+3.2%	Shares	Sole	2025-04-10
2024-12-31	$853,574	17,846	-5.4%	Shares	Sole	2025-01-15
2024-09-30	$862,879	18,869	-10.7%	Shares	Sole	2024-11-14
2024-06-30	$838,503	21,121	-5.8%	Shares	Sole	2024-07-10
2024-03-31	$1,001,995	22,416	-14.5%	Shares	Sole	2024-04-10
2023-12-31	$1,134,844	26,221	-6.0%	Shares	Sole	2024-01-10
2023-09-30	$922,407	27,901	-6.5%	Shares	Sole	2023-10-10
2023-06-30	$985,781	29,836	-11.7%	Shares	Sole	2023-07-13
2023-03-31	$1,218,237	33,793	+2.2%	Shares	Sole	2023-04-20
2022-12-31	$1,442,444	33,076	-2.8%	Shares	Sole	2023-01-11
2022-09-30	$1,371,565	34,017	+0.3%	Shares	Sole	2022-10-19
2022-06-30	$1,560,538	33,910	+7.4%	Shares	Sole	2022-07-11
2022-03-31	$1,678,264	31,576	+1.3%	Shares	Sole	2022-04-13
2021-12-31	$1,750,987	31,173	-0.4%	Shares	Sole	2022-01-14
2021-09-30	$1,860,709	31,304	+0.0%	Shares	Sole	2021-10-14
2021-06-30	$1,783,161	31,300	-1.0%	Shares	Sole	2021-07-12
2021-03-31	$1,749,234	31,626	-0.0%	Shares	Sole	2021-04-12
2020-12-31	$1,473,828	31,634	+3.1%	Shares	Sole	2021-01-11
2020-09-30	$1,100,415	30,695	-10.3%	Shares	Sole	2020-10-09
2020-06-30	$1,260,311	34,229	-10.1%	Shares	Sole	2020-07-08
2020-03-31	$1,311,993	38,084	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.