Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$650,568
+$84,960 QoQ
Shares Held
10,771
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,130
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026WADDELL & ASSOCIATES, LLC holds $9,385,785 across 15 Banks - Regional names. USB ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,470 | $1,593,043 | |
| 2 | RF |
Regions Financial Corp
|
40,591 | $1,225,848 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
7,935 | $800,482 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
12,508 | $722,337 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
9,696 | $679,398 | |
| 6 | USB |
US Bancorp De
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|
10,771 | $650,568 | |
| 7 | WAL |
Western Alliance Bancorporation
|
7,804 | $641,488 | |
| 8 | PB |
Prosperity Bancshares Inc
|
8,162 | $596,070 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,568 | 10,771 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $565,608 | 10,875 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $520,313 | 9,751 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||