Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,325,538
+$142,311 QoQ
Shares Held
21,946
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#870
of 2,044 holders
Holding Since
Dec 2022
15 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, 2026Fiduciary Group, LLC holds $3,958,788 across 6 Banks - Regional names. USB ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
21,946 | $1,325,538 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
47,514 | $842,423 | |
| 3 | RF |
Regions Financial Corp
|
21,917 | $661,893 | |
| 4 | TFC |
Truist Financial Corp
|
10,385 | $517,380 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,494 | $367,852 | |
| 6 | ABCB |
Ameris Bancorp
|
2,700 | $243,702 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,538 | 21,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,183,227 | 22,750 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,274,823 | 23,891 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,327,141 | 27,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,316,458 | 29,093 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,236,159 | 29,279 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,361,863 | 28,473 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,330,102 | 29,086 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,195,009 | 30,101 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,386,191 | 31,011 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,313,764 | 30,355 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,142,487 | 34,558 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,138,426 | 34,456 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $974,936 | 27,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,012,013 | 23,206 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||