Position in USB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$294,168
-$13,345 QoQ
Shares Held
5,656
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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 Mar 31, 2026Legacy Advisors, LLC holds $11,639,747 across 10 Banks - Regional names. USB ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
281,104 | $5,717,655 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
9,108 | $1,895,283 | |
| 3 | PFS |
Provident Financial Services Inc
|
51,689 | $1,093,739 | |
| 4 | TFC |
Truist Financial Corp
|
17,126 | $787,282 | |
| 5 | STBA |
S&T Bancorp Inc
|
14,502 | $606,618 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
32,236 | $504,493 | |
| 7 | USB |
US Bancorp De
This page
|
5,656 | $294,168 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,172 | $250,194 |
All Filings in USB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $294,168 | 5,656 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $307,513 | 5,763 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $443,379 | 9,174 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,189,548 | 28,175 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,397,927 | 29,227 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,431,623 | 31,306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,238,600 | 31,199 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,460,840 | 32,681 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,197,195 | 50,767 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,477,020 | 74,925 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,434,585 | 73,686 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,552,303 | 70,799 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,865,307 | 65,703 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,332,552 | 57,851 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,495,434 | 54,225 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,537,912 | 47,750 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||