Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34,428
+$5,043 QoQ
Shares Held
570
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,869
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $312,489 across 10 Banks - Regional names. USB ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
515 | $85,175 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
4,048 | $71,771 | |
| 3 | TFC |
Truist Financial Corp
|
728 | $36,268 | |
| 4 | BCML |
BayCom Corp
|
1,066 | $35,071 | |
| 5 | USB |
US Bancorp De
This page
|
570 | $34,428 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
139 | $34,224 | |
| 7 | NU |
Nu Holdings Ltd.
|
600 | $8,016 | |
| 8 | NWG |
NatWest Group plc
|
335 | $5,906 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,428 | 570 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,385 | 565 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,828 | 559 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $26,726 | 553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,751 | 547 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,798 | 540 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $25,589 | 535 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,057 | 45 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,629 | 167 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,551 | 594 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,405 | 587 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,141 | 579 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $18,865 | 571 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,659 | 157 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,759 | 155 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,209 | 154 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,995 | 152 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,078 | 152 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,537 | 152 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,115 | 187 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,596 | 186 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,287 | 186 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $8,619 | 185 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,979 | 111 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,050 | 110 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,789 | 110 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||