Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$738,088
+$97,065 QoQ
Shares Held
12,220
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#169
of 398 holders
Holding Since
Mar 2020
24 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, 2026JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. USB ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,119 | $2,491,500 | |
| 2 | FNB |
Fnb Corp/Pa/
|
51,911 | $990,461 | |
| 3 | USB |
US Bancorp De
This page
|
12,220 | $738,088 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,365 | $584,275 | |
| 5 | MTB |
M&T Bank Corp
|
1,093 | $260,144 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
8,555 | $151,680 | |
| 7 | CHMG |
Chemung Financial Corp
|
1,800 | $134,244 | |
| 8 | IBN |
Icici Bank Ltd
|
2,249 | $65,288 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,088 | 12,220 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $641,023 | 12,325 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $697,628 | 13,074 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $604,366 | 12,505 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $565,896 | 12,506 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $536,362 | 12,704 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $606,149 | 12,673 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $579,353 | 12,669 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $113,422 | 2,857 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $130,881 | 2,928 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $137,024 | 3,166 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $86,253 | 2,609 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $47,048 | 1,424 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,872 | 1,217 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $60,181 | 1,380 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $56,851 | 1,410 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $56,972 | 1,238 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $73,187 | 1,377 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $47,126 | 839 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $43,807 | 737 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $5,963 | 128 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,477 | 97 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,571 | 97 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,341 | 97 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||