Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$795,588
+$77,330 QoQ
Shares Held
13,172
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,047
of 2,047 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $7,953,686 across 11 Banks - Regional names. USB ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
51,430 | $2,562,242 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,939 | $969,860 | |
| 3 | RF |
Regions Financial Corp
|
30,004 | $906,120 | |
| 4 | USB |
US Bancorp De
This page
|
13,172 | $795,588 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
15,195 | $696,386 | |
| 6 | OZK |
Bank OZK
|
12,764 | $664,876 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,318 | $435,599 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
15,224 | $269,921 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,588 | 13,172 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $718,258 | 13,810 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $576,181 | 10,798 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $479,868 | 9,929 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $356,072 | 7,869 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $332,313 | 7,871 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $341,936 | 7,149 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $275,020 | 6,014 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $224,582 | 5,657 | Shares | Sole | 2024-07-12 | |
| 2022-12-31 | $243,561 | 5,585 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $279,135 | 6,923 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $297,243 | 6,459 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $358,549 | 6,746 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $380,214 | 6,769 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $388,380 | 6,534 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $290,319 | 5,096 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $277,103 | 5,010 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $207,931 | 4,463 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||