Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$973,950
+$92,069 QoQ
Shares Held
16,125
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#236
of 640 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $11,712,702 across 19 Banks - Regional names. USB ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
41,768 | $2,175,695 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
62,697 | $2,009,438 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,278 | $1,137,724 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,538 | $1,117,346 | |
| 5 | USB |
US Bancorp \De\
This page
|
16,125 | $973,950 | |
| 6 | TFC |
Truist Financial Corp
|
12,328 | $614,180 | |
| 7 | RF |
Regions Financial Corp
|
17,156 | $518,111 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
5,978 | $418,878 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,950 | 16,125 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $881,881 | 16,956 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $996,604 | 18,677 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $864,575 | 17,889 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $849,704 | 18,778 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $805,515 | 19,079 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,271,082 | 26,575 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,695,576 | 37,078 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,625,397 | 40,942 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,074,974 | 46,420 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,811,744 | 41,861 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,287,124 | 38,933 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,672,176 | 80,877 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $897,933 | 24,908 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,982,029 | 91,310 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,704,988 | 67,088 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,546,286 | 55,330 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $637,321 | 11,991 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,737,377 | 84,340 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,033,739 | 34,215 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,639,710 | 28,782 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,579,990 | 46,646 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,857,030 | 39,859 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,017,100 | 28,371 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $856,764 | 23,269 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $591,540 | 17,171 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||