Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$135,537
+$8,113 QoQ
Shares Held
2,244
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,749
of 2,047 holders
Holding Since
Mar 2020
23 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, 2026Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. USB ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
46,156 | $3,234,150 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,279 | $314,914 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 4 | TFC |
Truist Financial Corp
|
4,483 | $223,342 | |
| 5 | USB |
US Bancorp De
This page
|
2,244 | $135,537 | |
| 6 | ASB |
Associated Banc-Corp
|
2,836 | $87,263 | |
| 7 | FRME |
First Merchants Corp
|
1,800 | $78,642 | |
| 8 | RF |
Regions Financial Corp
|
2,569 | $77,583 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,537 | 2,244 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $127,424 | 2,450 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $115,897 | 2,172 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $115,701 | 2,394 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $113,532 | 2,509 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,204 | 2,705 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $132,153 | 2,763 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $87,755 | 1,919 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $168,565 | 4,246 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $138,301 | 3,094 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $103,006 | 2,380 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $44,564 | 1,348 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,540 | 1,227 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $277,801 | 7,706 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $325,592 | 7,466 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $341,228 | 8,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $389,651 | 8,467 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $443,961 | 8,353 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $467,615 | 8,325 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $478,610 | 8,052 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $453,082 | 7,953 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $437,502 | 7,910 | Shares | Defined | 2021-05-17 | |
| 2020-03-31 | $5,064 | 147 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||