Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$26,473
+$167 QoQ
Shares Held
509
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $13,820,380 across 21 Banks - Regional names. USB ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
58,108 | $12,091,693 | |
| 2 | PRK |
Park National Corp /Oh/
|
8,384 | $1,370,364 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,824 | $84,743 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
1,893 | $52,776 | |
| 5 | INDB |
Independent Bank Corp
|
565 | $42,493 | |
| 6 | USB |
US Bancorp \De\
This page
|
509 | $26,473 | |
| 7 | CZNC |
Citizens & Northern Corp
|
820 | $18,318 | |
| 8 | ISTR |
Investar Holding Corp
|
653 | $17,807 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,473 | 509 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,306 | 493 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $24,648 | 510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,928 | 573 | Shares | Sole | 2025-08-11 | |
| 2020-03-31 | $735,989 | 21,364 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||