Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,088,589
+$162,687 QoQ
Shares Held
18,023
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#936
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. USB ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,589 | 18,023 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $925,902 | 17,352 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $879,412 | 18,196 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,392,845 | 74,980 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,009,652 | 71,285 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,201,883 | 66,943 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,090,570 | 67,583 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,539,529 | 63,968 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,674,848 | 59,840 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,969,181 | 68,604 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,279,090 | 68,938 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,187,248 | 66,200 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,191,227 | 60,783 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,509,144 | 57,536 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,897,112 | 71,853 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,425,668 | 52,709 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,635,389 | 49,584 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,533,323 | 45,101 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,610,010 | 43,910 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,419,515 | 42,470 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,057,144 | 37,193 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,496,284 | 32,116 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,022,119 | 28,511 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $955,920 | 25,962 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $833,621 | 24,198 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||