Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$381,063
+$90,224 QoQ
Shares Held
6,309
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#529
of 872 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $15,676,331 across 11 Banks - Regional names. USB ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
141,300 | $7,039,566 | |
| 2 | NWFL |
Norwood Financial Corp
|
166,585 | $5,355,707 | |
| 3 | NU |
Nu Holdings Ltd.
|
51,322 | $685,661 | |
| 4 | MTB |
M&T Bank Corp
|
1,865 | $443,888 | |
| 5 | VLY |
Valley National Bancorp
|
29,194 | $427,692 | |
| 6 | USB |
US Bancorp De
This page
|
6,309 | $381,063 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,672 | $319,730 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,155 | $284,384 |
All Filings in USB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,063 | 6,309 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $290,839 | 5,592 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $207,783 | 3,894 | Shares | Sole | 2026-01-26 | |
| 2023-03-31 | $2,776,282 | 77,012 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||