Position in USB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,455,859
+$469,747 QoQ
Shares Held
47,219
+26.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Western Wealth Management, LLC holds $11,314,837 across 35 Banks - Regional names. USB ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $3,499,667 | |
| 2 | USB |
US Bancorp De
This page
|
47,219 | $2,455,859 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,494,535 | |
| 4 | RF |
Regions Financial Corp
|
29,014 | $757,845 | |
| 5 | MTB |
M&T Bank Corp
|
3,270 | $675,974 | |
| 6 | AX |
Axos Financial, Inc.
|
4,854 | $413,026 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,565 | $351,469 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,481 | $308,181 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,455,859 | 47,219 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,986,112 | 37,221 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,832,431 | 37,915 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,774,886 | 39,224 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,657,683 | 39,263 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,808,595 | 37,813 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,085,242 | 45,599 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,441,546 | 36,311 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,595,968 | 35,704 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,952,836 | 45,121 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,463,995 | 44,283 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,373,208 | 41,562 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,388,465 | 38,515 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $799,632 | 18,336 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,301,852 | 32,288 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,482,580 | 32,216 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,679,061 | 31,591 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $915,065 | 16,291 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $878,363 | 15,418 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $791,430 | 14,309 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $622,395 | 13,359 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $478,920 | 13,359 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $524,795 | 14,253 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $589,784 | 17,120 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||