Position in USB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,779,678
-$72,874 QoQ
Shares Held
34,218
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. USB ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
This page
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,779,678 | 34,218 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,852,552 | 34,718 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,627,947 | 33,684 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,430,759 | 31,619 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,556,609 | 36,869 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,831,506 | 38,292 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,749,721 | 38,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,567,832 | 39,492 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,849,998 | 41,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,753,013 | 40,504 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,512,164 | 45,740 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,565,303 | 47,376 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,151,617 | 31,945 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,247,464 | 28,605 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,035,941 | 25,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,034,897 | 22,488 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,309,828 | 24,644 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $855,132 | 15,224 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $896,771 | 15,087 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $859,506 | 15,087 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $868,367 | 15,700 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $684,873 | 14,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $467,484 | 13,040 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $480,132 | 13,040 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $449,228 | 13,040 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||