Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,422
+$2,559 QoQ
Shares Held
305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,931
of 2,052 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, 2026Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. USB ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,126 | $1,799,797 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,268 | $899,849 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,344 | $611,555 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,916 | $471,757 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,850 | $409,909 | |
| 6 | MTB |
M&T Bank Corp
|
1,460 | $347,494 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $256,235 | |
| 8 | RF |
Regions Financial Corp
|
3,437 | $103,797 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,422 | 305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,863 | 305 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,006 | 225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,874 | 225 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,625 | 500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,110 | 500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $68,301 | 1,428 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $65,302 | 1,428 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $87,379 | 2,201 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $98,384 | 2,201 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $116,856 | 2,700 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $89,262 | 2,700 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $22,335,106 | 676,002 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $21,838,405 | 605,781 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $25,003,182 | 573,336 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $21,849,287 | 541,897 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $22,041,371 | 478,952 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,804,293 | 334,982 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,911,663 | 301,080 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $16,549,938 | 278,431 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $14,644,537 | 257,057 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,295,800 | 222,307 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,136,858 | 196,112 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,728,614 | 187,688 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,201,414 | 141,266 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,670,529 | 77,519 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||