Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,672,138
+$516,120 QoQ
Shares Held
60,797
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#570
of 2,044 holders
Holding Since
Sep 2021
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, 2026LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. USB ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
60,797 | $3,672,138 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,368 | $1,567,928 | |
| 3 | MTB |
M&T Bank Corp
|
4,991 | $1,187,907 | |
| 4 | NWG |
NatWest Group plc
|
47,857 | $843,718 | |
| 5 | TFC |
Truist Financial Corp
|
16,631 | $828,556 | |
| 6 | RF |
Regions Financial Corp
|
22,912 | $691,942 | |
| 7 | LYG |
Lloyds Banking Group plc
|
84,234 | $491,084 | |
| 8 | BAP |
Credicorp Ltd
|
1,257 | $489,702 |
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,672,138 | 60,797 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,156,018 | 60,681 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,012,278 | 56,452 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,536,745 | 52,488 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,176,072 | 48,090 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,012,247 | 47,661 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,622,614 | 54,832 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,664,412 | 58,264 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,141,537 | 53,943 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,756,710 | 39,300 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,241,616 | 28,688 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $383,562 | 11,602 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $238,254 | 6,609 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $219,140 | 5,025 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $216,316 | 5,365 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $241,052 | 5,238 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $269,629 | 5,073 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $286,523 | 5,101 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $280,021 | 4,711 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||