Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,740,486
+$362,794 QoQ
Shares Held
28,816
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#780
of 2,052 holders
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. USB ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp \De\
This page
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,486 | 28,816 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,377,692 | 26,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,287,276 | 42,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,583,186 | 74,140 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,582,984 | 79,182 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,289,612 | 77,916 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,056,690 | 43,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,163,806 | 47,317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,669,265 | 42,047 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,350,387 | 30,210 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,307,358 | 30,207 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $973,517 | 29,447 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $853,489 | 25,832 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $892,598 | 24,760 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,065,348 | 24,429 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $649,393 | 16,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $460,844 | 10,014 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $575,455 | 10,827 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $691,902 | 12,318 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $693,843 | 11,673 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $423,628 | 7,436 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,073,788 | 19,414 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $749,074 | 16,078 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $228,615 | 6,377 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $795,381 | 23,088 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||