Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,856
New position
Shares Held
3,491
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,688
of 2,047 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Abundance Wealth Counselors holds $9,577,884 across 11 Banks - Regional names. USB ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
|
56,181 | $3,225,913 | |
| 2 | RF |
Regions Financial Corp
|
104,722 | $3,162,604 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,274 | $1,052,344 | |
| 4 | TFC |
Truist Financial Corp
|
8,002 | $398,659 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
8,411 | $318,776 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,612 | $290,741 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
4,538 | $287,028 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
4,701 | $215,446 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,856 | 3,491 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||