Modera Wealth Management, LLC

Position in USB — US Bancorp \De\

CIK 1542143 WESTWOOD, NJ

Position in USB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$662,286

+$47,632 QoQ

Shares Held

10,965

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,123

of 2,062 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $51,733,019 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.	143,716	$35,385,753
2	TFC	Truist Financial Corp	220,034	$10,962,093
3	HBAN	Huntington Bancshares Inc /Md/	72,198	$1,280,070
4	WSFS	Wsfs Financial Corp	10,373	$795,920
5	FBNC	First Bancorp /Nc/	12,351	$789,599
6	USB	US Bancorp \De\ This page	10,965	$662,286
7	BHRB	Burke & Herbert Financial Services Corp.	8,200	$589,252
8	FCF	First Commonwealth Financial Corp /Pa/	16,833	$342,214

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$662,286	10,965	-7.2%	Shares	Sole	2026-08-03
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.