Position in USB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,641,695
-$50,617 QoQ
Shares Held
31,565
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $17,154,751 across 257 Banks - Regional names. USB ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
9,000 | $1,872,810 | |
| 2 | MTB |
M&T Bank Corp
|
8,365 | $1,729,212 | |
| 3 | USB |
US Bancorp De
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|
31,565 | $1,641,695 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
32,634 | $1,149,043 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
24,818 | $1,056,750 | |
| 6 | WSBC |
Wesbanco Inc
|
25,296 | $872,459 | |
| 7 | NU |
Nu Holdings Ltd.
|
49,423 | $710,208 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
8,814 | $528,575 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,641,695 | 31,565 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,692,312 | 31,715 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $768,108 | 15,893 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $651,102 | 14,389 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $706,213 | 16,727 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $650,679 | 13,604 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $541,626 | 11,844 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $501,014 | 12,620 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $594,286 | 13,295 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $508,107 | 11,740 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $404,555 | 12,237 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $339,089 | 10,263 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $296,871 | 8,235 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $933,297 | 21,401 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $697,052 | 17,288 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $707,695 | 15,378 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $817,340 | 15,378 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $478,793 | 8,524 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $327,871 | 5,516 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $306,384 | 5,378 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $330,532 | 5,976 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $268,451 | 5,762 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $200,329 | 5,588 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $202,878 | 5,510 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $194,883 | 5,657 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||