Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$617,408
-$326,105 QoQ
Shares Held
10,222
-43.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#303
of 640 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names. USB ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp \De\
This page
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,408 | 10,222 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $943,513 | 18,141 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,485,755 | 27,844 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,694,159 | 35,054 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,572,709 | 34,756 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,452,114 | 34,394 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,651,139 | 34,521 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,578,370 | 34,515 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,008,260 | 25,397 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,065,201 | 23,830 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,290,826 | 29,825 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,000,428 | 30,261 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,024,834 | 31,018 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,096,965 | 30,429 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,364,905 | 31,298 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,207,906 | 29,958 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,350,640 | 29,349 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,580,787 | 29,742 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,646,005 | 29,304 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,265,002 | 21,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,188,622 | 20,864 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,154,264 | 20,869 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $967,254 | 20,761 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $743,636 | 20,743 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $763,646 | 20,740 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $727,411 | 21,115 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||