Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$603,055
+$99,657 QoQ
Shares Held
11,595
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Checchi Capital Advisers, LLC holds $6,055,945 across 16 Banks - Regional names. USB ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,684 | $974,693 | |
| 2 | FITB |
Fifth Third Bancorp
|
16,762 | $778,762 | |
| 3 | USB |
US Bancorp \De\
This page
|
11,595 | $603,055 | |
| 4 | RF |
Regions Financial Corp
|
23,083 | $602,927 | |
| 5 | TFC |
Truist Financial Corp
|
11,505 | $528,884 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
63,824 | $506,762 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
24,396 | $381,797 | |
| 8 | MTB |
M&T Bank Corp
|
1,753 | $362,380 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,055 | 11,595 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $503,398 | 9,434 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $458,071 | 9,478 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $486,301 | 10,747 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $491,018 | 11,630 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $510,967 | 10,683 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $474,311 | 10,372 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $400,374 | 10,085 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $454,241 | 10,162 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $435,483 | 10,062 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $312,846 | 9,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,366 | 9,999 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $391,791 | 10,868 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $565,926 | 12,977 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $503,153 | 12,479 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $540,504 | 11,745 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $610,693 | 11,490 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $576,191 | 10,258 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $598,798 | 10,074 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $582,632 | 10,227 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $549,007 | 9,926 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $449,220 | 9,642 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $381,910 | 10,653 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $396,256 | 10,762 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $378,364 | 10,983 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||