Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,200,983
+$925,970 QoQ
Shares Held
86,109
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#497
of 2,059 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $293,104,995 across 29 Banks - Regional names. USB ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
This page
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,200,983 | 86,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,275,013 | 82,196 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,264,958 | 79,928 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,779,550 | 78,203 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,292,480 | 72,762 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,002,686 | 71,120 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,180,120 | 66,488 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,596,366 | 56,776 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,155,749 | 54,301 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,036,174 | 45,552 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,866,276 | 43,121 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,651,677 | 49,960 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,781,748 | 53,927 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,796,695 | 49,839 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,096,943 | 48,084 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,871,089 | 46,406 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,991,331 | 43,271 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,102,188 | 39,552 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,810,527 | 32,233 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,150,539 | 36,180 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,554,198 | 27,281 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,257,306 | 22,732 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,097,660 | 23,560 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $539,076 | 15,037 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $570,194 | 15,486 | 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. | ||||||