Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$467,254
+$54,243 QoQ
Shares Held
7,736
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,266
of 2,044 holders
Holding Since
Dec 2021
19 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, 2026Avestar Capital, LLC holds $2,938,027 across 6 Banks - Regional names. USB ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
83,755 | $1,118,966 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,202 | $542,176 | |
| 3 | USB |
US Bancorp De
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|
7,736 | $467,254 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,122 | $358,898 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
17,670 | $313,289 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
14,347 | $137,444 |
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,254 | 7,736 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $413,011 | 7,941 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $448,864 | 8,412 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $382,145 | 7,907 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $233,671 | 5,164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,020 | 6,964 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $415,355 | 8,684 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $607,385 | 13,282 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $365,597 | 9,209 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,093,943 | 24,473 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $469,631 | 10,851 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $623,643 | 18,864 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $653,299 | 19,773 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $663,536 | 18,406 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $997,404 | 22,871 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $898,692 | 22,289 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $621,316 | 13,501 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $330,805 | 6,224 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $271,357 | 4,831 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||