Position in USB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,377,692
-$909,584 QoQ
Shares Held
26,489
-38.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. USB ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
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|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||