Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,352,356
+$214,950 QoQ
Shares Held
22,390
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#866
of 2,052 holders
Holding Since
Sep 2020
13 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, 2026Kovack Advisors, Inc. holds $14,398,768 across 10 Banks - Regional names. USB ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBOC |
International Bancshares Corp
|
138,943 | $10,552,720 | |
| 2 | USB |
US Bancorp \De\
This page
|
22,390 | $1,352,356 | |
| 3 | TFSL |
TFS Financial CORP
|
24,484 | $433,856 | |
| 4 | ONB |
Old National Bancorp /In/
|
13,831 | $358,222 | |
| 5 | HWC |
Hancock Whitney Corp
|
4,600 | $343,712 | |
| 6 | TFC |
Truist Financial Corp
|
6,401 | $318,897 | |
| 7 | FNB |
Fnb Corp/Pa/
|
14,192 | $270,783 | |
| 8 | ASB |
Associated Banc-Corp
|
8,714 | $268,129 |
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,356 | 22,390 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,137,406 | 21,869 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $411,720 | 8,608 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $482,268 | 10,546 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $476,479 | 12,002 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $532,645 | 11,916 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $544,678 | 12,585 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $389,116 | 11,770 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $410,257 | 12,417 | Shares | Sole | 2023-07-21 | |
| 2021-06-30 | $375,546 | 6,592 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $366,594 | 6,628 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $322,495 | 6,922 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $236,179 | 6,588 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||