Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,985,468
+$767,186 QoQ
Shares Held
32,872
+40.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#163
of 640 holders
Holding Since
Jun 2020
24 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, 2026MISSION WEALTH MANAGEMENT, LP holds $13,323,989 across 17 Banks - Regional names. USB ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPB |
Northpointe Bancshares Inc
|
126,245 | $2,421,379 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
8,763 | $2,157,625 | |
| 3 | USB |
US Bancorp \De\
This page
|
32,872 | $1,985,468 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
27,096 | $1,337,729 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
27,905 | $965,513 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,574 | $670,850 | |
| 7 | MTB |
M&T Bank Corp
|
2,672 | $635,962 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,827 | $486,947 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,468 | 32,872 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,218,282 | 23,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,228,667 | 23,026 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,106,322 | 22,891 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,036,179 | 22,899 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $781,618 | 18,513 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,391,135 | 29,085 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $885,607 | 19,366 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $765,217 | 19,275 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $816,803 | 18,273 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $262,969 | 6,076 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $202,237 | 6,121 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $222,969 | 6,185 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $282,243 | 6,472 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $300,464 | 7,452 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $403,687 | 8,772 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $267,397 | 5,031 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $343,704 | 6,119 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $353,608 | 5,949 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $464,875 | 8,160 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $467,369 | 8,450 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $400,114 | 8,588 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $344,554 | 9,611 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $354,907 | 9,639 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||