Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$629,186
+$74,500 QoQ
Shares Held
10,417
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,145
of 2,044 holders
Holding Since
Mar 2020
25 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. USB ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,982 | $2,211,548 | |
| 4 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 7 | OZK |
Bank OZK
|
16,778 | $873,966 | |
| 8 | CBU |
Community Financial System, Inc.
|
12,766 | $856,853 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,186 | 10,417 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $554,686 | 10,665 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $593,896 | 11,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $444,007 | 9,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,353 | 8,273 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,370 | 6,167 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $300,420 | 6,281 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $299,074 | 6,540 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,840 | 6,797 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $300,428 | 6,721 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $290,884 | 6,721 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $261,603 | 7,913 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $356,633 | 10,794 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $399,397 | 11,079 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $456,945 | 10,478 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $345,905 | 8,579 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $383,346 | 8,330 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $395,382 | 7,439 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $364,767 | 6,494 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,112,597 | 18,718 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $264,454 | 4,642 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $256,306 | 4,634 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $260,701 | 7,272 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $402,663 | 10,936 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $398,173 | 11,558 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||