Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,257,570
+$798,794 QoQ
Shares Held
37,377
+33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#180
of 763 holders
Holding Since
Jun 2020
21 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, 2026Apollon Wealth Management, LLC holds $38,962,049 across 38 Banks - Regional names. USB ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,405 | $6,501,439 | |
| 2 | LOB |
Live Oak Bancshares, Inc.
|
117,466 | $4,797,311 | |
| 3 | TFC |
Truist Financial Corp
|
64,043 | $3,190,622 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
33,038 | $2,314,972 | |
| 5 | USB |
US Bancorp De
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|
37,377 | $2,257,570 | |
| 6 | FHN |
First Horizon Corp
|
64,480 | $1,653,267 | |
| 7 | FITB |
Fifth Third Bancorp
|
28,723 | $1,619,115 | |
| 8 | CAC |
Camden National Corp
|
28,460 | $1,543,101 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,257,570 | 37,377 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,458,776 | 28,048 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,673,422 | 31,361 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,470,923 | 30,435 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,235,098 | 27,295 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,141,586 | 27,039 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,382,621 | 28,907 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $744,987 | 16,291 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $678,353 | 17,087 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $926,496 | 20,727 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,108,876 | 25,621 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $634,652 | 19,197 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $546,547 | 16,542 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $799,156 | 22,168 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $862,038 | 19,767 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $713,905 | 17,706 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $772,675 | 16,790 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $954,733 | 17,963 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $877,487 | 15,622 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $1,706,218 | 36,622 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $16,274 | 442 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||