Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$577,001
+$9,364 QoQ
Shares Held
9,553
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,184
of 2,047 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. USB ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
160,054 | $12,239,329 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
38,577 | $2,703,090 | |
| 3 | FITB |
Fifth Third Bancorp
|
35,148 | $1,981,292 | |
| 4 | TFC |
Truist Financial Corp
|
35,390 | $1,763,129 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
6,879 | $1,693,747 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
5,427 | $838,580 | |
| 7 | MTB |
M&T Bank Corp
|
3,498 | $832,558 | |
| 8 | RF |
Regions Financial Corp
|
19,542 | $590,168 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,001 | 9,553 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $567,637 | 10,914 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $566,096 | 10,609 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $509,881 | 10,550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $464,627 | 10,268 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $420,468 | 9,959 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $472,369 | 9,876 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $443,077 | 9,689 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $471,059 | 10,884 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $342,104 | 10,348 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $334,563 | 10,126 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $362,482 | 10,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $433,090 | 9,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $350,864 | 8,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $513,537 | 11,159 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $452,253 | 8,509 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $478,231 | 8,514 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $504,823 | 8,493 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $482,592 | 8,471 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $469,913 | 8,496 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $391,309 | 8,399 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||