Pinnacle Wealth Management Advisory Group, LLC
Position in USB — US Bancorp De
CIK 1631864
RED BANK, NJ
Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$760,677
+$173,017 QoQ
Shares Held
12,594
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,061
of 2,052 holders
Holding Since
Jun 2022
8 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 Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,257,344 across 16 Banks - Regional names. USB ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,390 | $3,050,665 | |
| 2 | USB |
US Bancorp De
This page
|
12,594 | $760,677 | |
| 3 | UCB |
United Community Banks Inc
|
14,413 | $505,752 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,010 | $505,408 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,968 | $418,177 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,101 | $400,283 | |
| 7 | FBNC |
First Bancorp /Nc/
|
5,795 | $370,474 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
7,977 | $337,506 |
All Filings in USB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,677 | 12,594 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $587,660 | 11,299 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $604,942 | 11,337 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $319,799 | 6,617 | Shares | Sole | 2025-10-20 | |
| 2024-12-31 | $207,390 | 4,336 | Shares | Sole | 2025-01-31 | |
| 2024-03-31 | $227,388 | 5,087 | Shares | Sole | 2024-05-01 | |
| 2022-12-31 | $241,686 | 5,542 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $250,901 | 5,452 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||