Independent Advisor Alliance

Position in USB — US Bancorp De

CIK 1696899 CHARLOTTE, NC

Position in USB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,275,013

+$10,055 QoQ

Shares Held

82,196

+2.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Independent Advisor Alliance holds $251,183,567 across 27 Banks - Regional names. USB ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABCB	Ameris Bancorp	2,647,757	$206,498,568
2	TFC	Truist Financial Corp	349,146	$16,050,241
3	PNC	Pnc Financial Services Group, Inc.	31,442	$6,542,765
4	USB	US Bancorp De This page	82,196	$4,275,013
5	FCCO	First Community Corp /Sc/	101,116	$2,955,620
6	SSB	SouthState Bank Corp	27,320	$2,527,645
7	FCNCA	First Citizens Bancshares Inc /De/	1,131	$2,131,550
8	GSBC	Great Southern Bancorp, Inc.	23,779	$1,501,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,275,013	82,196	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$4,264,958	79,928	+2.2%	Shares	Sole	2026-02-04
2025-09-30	$3,779,550	78,203	+7.5%	Shares	Sole	2025-11-04
2025-06-30	$3,292,480	72,762	+2.3%	Shares	Sole	2025-08-11
2025-03-31	$3,002,686	71,120	+7.0%	Shares	Sole	2025-05-12
2024-12-31	$3,180,120	66,488	+17.1%	Shares	Sole	2025-02-07
2024-09-30	$2,596,366	56,776	+4.6%	Shares	Sole	2024-11-13
2024-06-30	$2,155,749	54,301	+19.2%	Shares	Sole	2024-08-12
2024-03-31	$2,036,174	45,552	+5.6%	Shares	Sole	2024-05-08
2023-12-31	$1,866,276	43,121	-13.7%	Shares	Sole	2024-02-08
2023-09-30	$1,651,677	49,960	-7.4%	Shares	Sole	2023-10-24
2023-06-30	$1,781,748	53,927	+8.2%	Shares	Sole	2023-07-28
2023-03-31	$1,796,695	49,839	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$2,096,943	48,084	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$1,871,089	46,406	+7.2%	Shares	Sole	2022-11-04
2022-06-30	$1,991,331	43,271	+9.4%	Shares	Sole	2022-08-04
2022-03-31	$2,102,188	39,552	+22.7%	Shares	Sole	2022-05-06
2021-12-31	$1,810,527	32,233	-10.9%	Shares	Sole	2022-02-11
2021-09-30	$2,150,539	36,180	+32.6%	Shares	Sole	2021-11-01
2021-06-30	$1,554,198	27,281	+20.0%	Shares	Sole	2021-08-12
2021-03-31	$1,257,306	22,732	-3.5%	Shares	Sole	2021-05-14
2020-12-31	$1,097,660	23,560	+56.7%	Shares	Sole	2021-02-11
2020-09-30	$539,076	15,037	-2.9%	Shares	Sole	2020-11-04
2020-06-30	$570,194	15,486	-20.4%	Shares	Sole	2020-08-06
2020-03-31	$669,845	19,444	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.