Legacy Financial Advisors, Inc.

Position in USB — US Bancorp De

CIK 1730810 COVINGTON, KY

Position in USB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,203,029

+$324,792 QoQ

Shares Held

36,474

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#700

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. USB ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	16,248	$4,000,582
2	FITB	Fifth Third Bancorp	61,376	$3,459,765
3	USB	US Bancorp De This page	36,474	$2,203,029
4	FFBC	First Financial Bancorp /Oh/	45,933	$1,553,913
5	TFC	Truist Financial Corp	20,204	$1,006,563
6	FCNCA	First Citizens Bancshares Inc /De/	479	$996,698
7	HBAN	Huntington Bancshares Inc /Md/	39,011	$691,665
8	MTB	M&T Bank Corp	2,866	$682,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,203,029	36,474	+1.0%	Shares	Sole	2026-08-05
2026-03-31	$1,878,237	36,113	+5.2%	Shares	Sole	2026-04-30
2025-12-31	$1,830,941	34,313	+4.9%	Shares	Sole	2026-02-04
2025-09-30	$1,581,067	32,714	+5.5%	Shares	Sole	2025-11-10
2025-06-30	$1,403,112	31,008	-1.6%	Shares	Sole	2025-08-07
2025-03-31	$1,330,352	31,510	-1.8%	Shares	Sole	2025-05-14
2024-12-31	$1,535,247	32,098	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$1,463,405	32,001	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$1,287,669	32,435	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$1,506,837	33,710	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$1,456,069	33,643	-34.6%	Shares	Sole	2024-02-13
2023-09-30	$1,701,465	51,466	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$1,658,409	50,194	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$1,767,675	49,034	-2.0%	Shares	Sole	2023-05-03
2022-12-31	$2,181,546	50,024	+9.5%	Shares	Sole	2023-02-06
2022-09-30	$1,842,140	45,688	+2.9%	Shares	Sole	2022-11-09
2022-06-30	$2,043,748	44,410	-1.6%	Shares	Sole	2022-08-08
2022-03-31	$2,399,935	45,154	+0.0%	Shares	Sole	2022-05-04
2021-12-31	$2,535,794	45,145	+0.9%	Shares	Sole	2022-02-04
2021-09-30	$2,660,237	44,755	+2.8%	Shares	Sole	2021-10-26
2021-06-30	$2,481,385	43,556	-1.1%	Shares	Sole	2021-07-21
2021-03-31	$2,435,575	44,035	+4.6%	Shares	Sole	2021-04-28
2020-12-31	$1,962,044	42,113	-25.2%	Shares	Sole	2021-02-02
2020-09-30	$2,018,426	56,302	+6.3%	Shares	Sole	2020-11-09
2020-06-30	$1,950,392	52,971	+2.8%	Shares	Sole	2020-08-07
2020-03-31	$1,775,863	51,549	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.