Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,208
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,037
of 2,052 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $109,210 across 17 Banks - Regional names. USB ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CATY |
Cathay General Bancorp
|
966 | $59,882 | |
| 2 | TFC |
Truist Financial Corp
|
467 | $23,265 | |
| 3 | ASB |
Associated Banc-Corp
|
79 | $2,430 | |
| 4 | FITB |
Fifth Third Bancorp
|
43 | $2,423 | |
| 5 | STBA |
S&T Bancorp Inc
|
48 | $2,355 | |
| 6 | BANC |
Banc Of California, Inc.
|
110 | $2,247 | |
| 7 | ALRS |
Alerus Financial Corp
|
70 | $2,177 | |
| 8 | BKU |
BankUnited, Inc.
|
42 | $2,034 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208 | 20 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||