Modera Wealth Management, LLC

Position in USB — US Bancorp De

CIK 1542143 WESTWOOD, NJ

Position in USB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$614,654

-$25,239 QoQ

Shares Held

11,818

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Modera Wealth Management, LLC holds $45,732,169 across 12 Banks - Regional names. USB ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	146,656	$30,517,647
2	TFC	Truist Financial Corp	226,430	$10,408,987
3	HBAN	Huntington Bancshares Inc /Md/	73,045	$1,143,154
4	FBNC	First Bancorp /Nc/	12,227	$688,991
5	WSFS	Wsfs Financial Corp	10,214	$668,608
6	USB	US Bancorp De This page	11,818	$614,654
7	BHRB	Burke & Herbert Financial Services Corp.	7,200	$448,488
8	FVCB	FVCBankcorp, Inc.	21,438	$325,643

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$614,654	11,818	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$639,893	11,992	+6.9%	Shares	Sole	2026-01-21
2025-09-30	$541,924	11,213	-4.4%	Shares	Sole	2025-10-31
2025-06-30	$530,556	11,725	-0.8%	Shares	Sole	2025-08-06
2025-03-31	$498,913	11,817	-1.1%	Shares	Sole	2025-05-08
2024-12-31	$571,568	11,950	+4.4%	Shares	Sole	2025-02-06
2024-09-30	$523,517	11,448	+2.8%	Shares	Sole	2024-10-24
2024-06-30	$441,940	11,132	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$497,198	11,123	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$500,013	11,553	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$381,677	11,545	-6.9%	Shares	Sole	2023-11-30
2023-06-30	$409,696	12,400	+19.1%	Shares	Sole	2023-08-07
2021-12-31	$584,617	10,408	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.