Position in USB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$761,281
+$193,124 QoQ
Shares Held
12,604
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,062
of 2,059 holders
Holding Since
Mar 2020
19 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, 2026Pure Financial Advisors, LLC holds $80,606,777 across 11 Banks - Regional names. USB ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
|
0 | $73,076,146 | |
| 2 | MVBF |
Mvb Financial Corp
|
84,824 | $2,460,744 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 4 | MTB |
M&T Bank Corp
|
4,708 | $1,120,551 | |
| 5 | USB |
US Bancorp De
This page
|
12,604 | $761,281 | |
| 6 | NWG |
NatWest Group plc
|
23,593 | $415,944 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
6,204 | $408,719 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,197 | $353,101 |
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,281 | 12,604 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $568,157 | 10,924 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $502,437 | 9,416 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $410,418 | 8,492 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $353,628 | 7,815 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $317,832 | 7,528 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $334,236 | 6,988 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $295,827 | 6,469 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $253,524 | 6,386 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $278,212 | 6,224 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,307,618 | 30,213 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,053,622 | 31,870 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $211,505 | 5,867 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $231,874 | 5,317 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $222,203 | 5,511 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $248,968 | 5,410 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $390,865 | 7,354 | Shares | Sole | 2022-04-12 | |
| 2020-06-30 | $235,169 | 6,387 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $220,032 | 6,387 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||