GREAT VALLEY ADVISOR GROUP, INC.

Position in USB — US Bancorp De

CIK 1769897 WILMINGTON, DE

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,145,408

+$201,483 QoQ

Shares Held

35,520

-5.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#710

of 2,047 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $6,072,789 across 8 Banks - Regional names. USB ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	35,520	$2,145,408
2	PNC	Pnc Financial Services Group, Inc.	7,625	$1,877,427
3	MTB	M&T Bank Corp	3,288	$782,576
4	TFC	Truist Financial Corp	6,351	$316,406
5	FITB	Fifth Third Bancorp	5,534	$311,951
6	NIC	Nicolet Bankshares Inc	1,333	$220,464
7	HBAN	Huntington Bancshares Inc /Md/	12,266	$217,476
8	MRBK	Meridian Corp	10,039	$201,081

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,145,408	35,520	-5.0%	Shares	Sole	2026-08-10
2026-03-31	$1,943,925	37,376	-5.8%	Shares	Sole	2026-05-11
2025-12-31	$2,117,004	39,674	-7.8%	Shares	Sole	2026-02-12
2025-09-30	$2,080,606	43,050	-7.3%	Shares	Sole	2025-11-14
2025-06-30	$2,102,179	46,457	-14.3%	Shares	Sole	2025-08-14
2025-03-31	$2,288,661	54,208	-8.7%	Shares	Sole	2025-05-08
2024-12-31	$2,838,758	59,351	-6.1%	Shares	Sole	2025-02-24
2024-09-30	$2,889,724	63,191	-44.8%	Shares	Sole	2024-11-12
2024-06-30	$4,546,642	114,525	+8.2%	Shares	Sole	2024-07-16
2024-03-31	$4,731,316	105,846	+177.7%	Shares	Sole	2024-05-06
2023-12-31	$1,649,400	38,110	+104.8%	Shares	Sole	2024-02-06
2023-09-30	$615,279	18,611	-2.2%	Shares	Sole	2023-11-07
2023-06-30	$628,718	19,029	+10.2%	Shares	Sole	2023-08-10
2023-03-31	$622,583	17,270	+19.0%	Shares	Sole	2023-05-03
2022-12-31	$632,955	14,514	-10.5%	Shares	Sole	2023-02-01
2022-09-30	$653,587	16,210	-4.5%	Shares	Sole	2022-10-21
2022-06-30	$780,821	16,967	+84.9%	Shares	Sole	2022-07-19
2022-03-31	$487,651	9,175	-21.5%	Shares	Sole	2022-04-20
2021-12-31	$656,346	11,685	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$691,406	11,632	+9.7%	Shares	Sole	2021-10-14
2021-06-30	$603,825	10,599	+30.7%	Shares	Sole	2021-07-27
2021-03-31	$448,619	8,111	-7.0%	Shares	Sole	2021-04-20
2020-12-31	$406,264	8,720	+5.3%	Shares	Sole	2021-01-29
2020-09-30	$296,838	8,280	—	Shares	Sole	2020-10-21
No filing history on record for this holder in this stock.