Graves Light Lenhart Wealth, Inc.

Position in USB — US Bancorp De

CIK 1759803 HARRISONBURG, VA

Position in USB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$314,502

+$43,686 QoQ

Shares Held

5,207

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,461

of 2,047 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Graves Light Lenhart Wealth, Inc. holds $5,923,729 across 7 Banks - Regional names. USB ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	51,009	$2,541,268
2	UVSP	UNIVEST FINANCIAL Corp	24,450	$1,069,687
3	PNC	Pnc Financial Services Group, Inc.	3,598	$885,899
4	AUB	Atlantic Union Bankshares Corp	14,048	$594,370
5	USB	US Bancorp De This page	5,207	$314,502
6	UBSI	United Bankshares Inc/Wv	6,257	$286,758
7	BHRB	Burke & Herbert Financial Services Corp.	3,218	$231,245

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,502	5,207	0.0%	Shares	Sole	2026-07-07
2026-03-31	$270,816	5,207	0.0%	Shares	Sole	2026-04-08
2025-12-31	$277,845	5,207	-0.1%	Shares	Sole	2026-01-09
2025-09-30	$251,944	5,213	-15.3%	Shares	Sole	2025-10-07
2025-03-31	$259,864	6,155	0.0%	Shares	Sole	2025-04-09
2024-12-31	$294,393	6,155	0.0%	Shares	Sole	2025-01-14
2024-09-30	$281,468	6,155	-18.7%	Shares	Sole	2024-11-14
2024-06-30	$300,608	7,572	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$341,552	7,641	-17.4%	Shares	Sole	2024-05-13
2023-12-31	$400,340	9,250	-3.4%	Shares	Sole	2024-05-13
2023-09-30	$316,714	9,580	-75.7%	Shares	Sole	2023-11-13
2023-06-30	$1,301,742	39,399	-6.7%	Shares	Sole	2023-08-14
2023-03-31	$1,521,778	42,213	-44.9%	Shares	Sole	2023-05-15
2022-12-31	$3,344,014	76,680	-15.4%	Shares	Sole	2023-02-14
2022-09-30	$3,656,136	90,678	-38.9%	Shares	Sole	2022-11-14
2022-06-30	$6,829,552	148,404	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$7,924,346	149,094	+0.4%	Shares	Sole	2022-05-13
2021-12-31	$8,340,851	148,493	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$8,838,252	148,692	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$8,453,835	148,391	-0.1%	Shares	Sole	2021-07-12
2021-03-31	$8,215,913	148,543	+2.9%	Shares	Sole	2021-04-09
2020-12-31	$6,723,961	144,322	+0.2%	Shares	Sole	2021-02-04
2020-09-30	$5,164,730	144,065	+0.1%	Shares	Sole	2020-11-10
2020-06-30	$5,301,122	143,974	+1.5%	Shares	Sole	2020-07-31
2020-03-31	$4,888,937	141,914	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.