Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,182,934
+$144,607 QoQ
Shares Held
19,585
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#906
of 2,044 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, 2026FAS Wealth Partners, Inc. holds $4,033,016 across 6 Banks - Regional names. USB ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,876 | $1,205,589 | |
| 2 | USB |
US Bancorp De
This page
|
19,585 | $1,182,934 | |
| 3 | UMBF |
Umb Financial Corp
|
4,976 | $710,373 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,671 | $471,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,036 | $255,083 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,966 | $207,827 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,934 | 19,585 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,038,327 | 19,964 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $1,055,354 | 19,778 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $883,327 | 18,277 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $821,332 | 18,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $738,343 | 17,488 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $853,478 | 17,844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $820,944 | 17,952 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $711,027 | 17,910 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $794,542 | 17,775 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $768,306 | 17,752 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $588,203 | 17,792 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $591,515 | 17,903 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $779,689 | 21,628 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $937,309 | 21,493 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $867,404 | 21,513 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $906,041 | 19,688 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $362,217 | 6,815 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $381,899 | 6,799 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $399,258 | 6,717 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $438,099 | 7,690 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $369,415 | 6,679 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $310,568 | 6,666 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $226,787 | 6,326 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $213,924 | 5,810 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $206,252 | 5,987 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||