Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,923,943
+$248,531 QoQ
Shares Held
56,219
+12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. USB ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
This page
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,923,943 | 56,219 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,675,412 | 50,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,236,461 | 66,966 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $3,038,215 | 67,143 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,520,359 | 59,696 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,029,261 | 63,334 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,258,190 | 49,381 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,960,420 | 49,381 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,255,783 | 50,465 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,152,875 | 49,743 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,789,699 | 54,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,111,284 | 63,901 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,431,497 | 67,448 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,369,066 | 54,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,742,224 | 43,210 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,896,803 | 41,217 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,284,011 | 42,973 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $2,221,803 | 39,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,585,756 | 43,502 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,382,540 | 41,821 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,323,682 | 42,012 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,025,731 | 43,480 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,612,422 | 44,977 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,411,123 | 38,325 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,388,436 | 40,303 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||