Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$226,680
+$25,248 QoQ
Shares Held
3,753
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,650
of 2,047 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names. USB ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp De
This page
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
|
13,964 | $81,408 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,680 | 3,753 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $201,432 | 3,873 | Shares | Sole | 2026-04-17 | |
| 2024-12-31 | $367,190 | 7,677 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $356,625 | 8,983 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $501,578 | 11,221 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $458,724 | 10,599 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $350,038 | 10,588 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $442,702 | 13,399 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,153,239 | 31,990 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,509,864 | 34,622 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,417,385 | 59,955 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,006,134 | 21,863 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,518,176 | 28,564 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,514,286 | 26,959 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,547,816 | 26,040 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,405,278 | 24,667 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,582,695 | 28,615 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,311,787 | 28,156 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,065,712 | 29,727 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,063,840 | 28,893 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,382,444 | 40,129 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||