Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$322,838
+$48,434 QoQ
Shares Held
5,345
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,449
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, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. USB ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,838 | 5,345 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $274,404 | 5,276 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $239,372 | 4,486 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $216,808 | 4,486 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $216,114 | 4,776 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $203,711 | 4,825 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $659,909 | 13,797 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $630,020 | 13,777 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $527,414 | 13,285 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $582,798 | 13,038 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $586,963 | 13,562 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $478,146 | 14,463 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $458,430 | 13,875 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $602,395 | 16,710 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $624,931 | 14,330 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $577,785 | 14,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $648,697 | 14,096 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $764,137 | 14,377 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $817,779 | 14,559 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $831,030 | 13,981 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $465,672 | 8,174 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $415,765 | 7,517 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $350,310 | 7,519 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $384,061 | 10,713 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $366,395 | 9,951 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $408,370 | 11,854 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||