Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,677
+$2,039 QoQ
Shares Held
243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,948
of 2,052 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $513,950 across 41 Banks - Regional names. USB ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
6,302 | $190,320 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
380 | $93,562 | |
| 3 | CHCO |
City Holding Co
|
314 | $41,648 | |
| 4 | VLY |
Valley National Bancorp
|
2,300 | $33,695 | |
| 5 | TFC |
Truist Financial Corp
|
364 | $18,133 | |
| 6 | MTB |
M&T Bank Corp
|
63 | $14,994 | |
| 7 | USB |
US Bancorp \De\
This page
|
243 | $14,677 | |
| 8 | FITB |
Fifth Third Bancorp
|
256 | $14,430 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,677 | 243 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $12,638 | 243 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $13,340 | 250 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $12,082 | 250 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $11,312 | 250 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $10,555 | 250 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $11,957 | 250 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $11,432 | 250 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $9,925 | 250 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $11,175 | 250 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $10,820 | 250 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $8,000 | 242 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $9,580 | 290 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $10,057 | 279 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $28,738 | 659 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $26,529 | 658 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $30,280 | 658 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,918 | 657 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $48,754 | 868 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $51,593 | 868 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $38,055 | 668 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $36,946 | 668 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $21,803 | 468 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $21,187 | 591 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $19,588 | 532 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,745 | 399 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||