Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,412,358
+$155,180 QoQ
Shares Held
56,496
-9.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#585
of 2,052 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. USB ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
This page
|
56,496 | $3,412,358 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,412,358 | 56,496 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,257,178 | 62,626 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,012,225 | 56,451 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,139,903 | 64,968 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,691,017 | 59,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,784,831 | 65,960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,083,504 | 64,468 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,747,663 | 38,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,426,460 | 35,931 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,702,488 | 38,087 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,782,270 | 41,180 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,374,767 | 41,584 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $959,052 | 29,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,394,738 | 38,689 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,482,085 | 33,985 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,465,833 | 36,355 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,714,705 | 37,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,058,180 | 38,724 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,288,028 | 40,734 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,494,102 | 41,960 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,526,448 | 44,347 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,767,933 | 50,044 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,754,858 | 37,666 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,301,928 | 36,316 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,385,904 | 37,640 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $924,775 | 26,844 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||