Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,087,924
+$108,472 QoQ
Shares Held
18,012
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#936
of 2,044 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,974,474 across 16 Banks - Regional names. USB ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in USB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,924 | 18,012 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $979,452 | 18,832 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $862,564 | 16,165 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $750,903 | 15,537 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $679,202 | 15,010 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $636,213 | 15,069 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $728,163 | 15,224 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $737,670 | 16,131 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $720,475 | 18,148 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $858,105 | 19,197 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $609,209 | 14,076 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $219,452 | 6,638 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $232,594 | 6,452 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $287,651 | 6,596 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $200,632 | 4,976 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $235,576 | 5,119 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $255,970 | 4,816 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $260,404 | 4,636 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $238,532 | 4,013 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $213,067 | 3,740 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||