Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$990,378
-$243,923 QoQ
Shares Held
16,397
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#969
of 2,047 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $6,963,803 across 8 Banks - Regional names. USB ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
61,874 | $3,223,016 | |
| 2 | USB |
US Bancorp De
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|
16,397 | $990,378 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,766 | $927,264 | |
| 4 | HOMB |
Home Bancshares Inc
|
23,553 | $672,438 | |
| 5 | TFC |
Truist Financial Corp
|
9,031 | $449,924 | |
| 6 | SSB |
SouthState Bank Corp
|
2,555 | $255,244 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
5,269 | $222,931 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
6,695 | $222,608 |
All Filings in USB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,378 | 16,397 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,234,301 | 23,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,455,714 | 27,281 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,352,805 | 27,991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,251,162 | 27,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,019,106 | 24,138 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,239,944 | 25,924 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,261,096 | 27,577 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,062,689 | 26,768 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,113,810 | 25,735 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $920,588 | 27,846 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $891,300 | 24,724 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||