Position in USB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$844,689
+$46,163 QoQ
Shares Held
16,241
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,187,910 across 278 Banks - Regional names. USB ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,276 | $2,091,126 | |
| 2 | FHN |
First Horizon Corp
|
78,364 | $1,783,558 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,249 | $1,716,527 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
19,116 | $1,392,211 | |
| 5 | KB |
KB Financial Group Inc.
|
9,093 | $906,839 | |
| 6 | FITB |
Fifth Third Bancorp
|
18,997 | $882,593 | |
| 7 | USB |
US Bancorp De
This page
|
16,241 | $844,689 | |
| 8 | WF |
Woori Financial Group Inc.
|
12,625 | $840,822 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,689 | 16,241 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $798,526 | 14,965 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $450,289 | 9,317 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $417,021 | 9,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $241,031 | 5,709 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $350,160 | 7,321 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $194,852 | 4,261 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $159,273 | 4,012 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $196,364 | 4,393 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $162,600 | 3,757 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $114,781 | 3,472 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $111,872 | 3,386 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $748,650 | 20,767 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $894,877 | 20,520 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $791,682 | 19,635 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $925,092 | 20,102 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,106,368 | 20,816 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,175,580 | 20,929 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||