Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,360
-$82,170 QoQ
Shares Held
602
-73.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,862
of 2,047 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $560,942 across 26 Banks - Regional names. USB ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
356 | $87,654 | |
| 2 | TFC |
Truist Financial Corp
|
1,251 | $62,324 | |
| 3 | MTB |
M&T Bank Corp
|
219 | $52,124 | |
| 4 | RF |
Regions Financial Corp
|
1,430 | $43,186 | |
| 5 | USB |
US Bancorp De
This page
|
602 | $36,360 | |
| 6 | CAC |
Camden National Corp
|
540 | $29,278 | |
| 7 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
321 | $22,209 |
All Filings in USB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,360 | 602 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $118,530 | 2,279 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $175,607 | 3,291 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $209,510 | 4,335 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,188 | 6,192 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $244,960 | 5,802 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $288,367 | 6,029 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,816 | 324 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,862 | 324 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,482 | 324 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,375 | 78 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,413 | 315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,407 | 315 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,768 | 271 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,235 | 464 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $26,490 | 657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,589 | 78 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,456 | 272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,603 | 349 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,716 | 399 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||