Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$830,983
+$213,521 QoQ
Shares Held
13,758
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,032
of 2,044 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,889,100 across 9 Banks - Regional names. USB ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
114,106 | $6,432,155 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,393 | $986,865 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,410 | $839,610 | |
| 4 | USB |
US Bancorp De
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|
13,758 | $830,983 | |
| 5 | TFC |
Truist Financial Corp
|
12,984 | $646,862 | |
| 6 | MTB |
M&T Bank Corp
|
1,515 | $360,585 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
15,411 | $273,237 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,677 | $270,055 |
All Filings in USB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,983 | 13,758 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $617,462 | 11,872 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $620,683 | 11,632 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $570,342 | 11,801 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $576,530 | 12,741 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $601,888 | 14,256 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $567,024 | 11,855 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $683,754 | 14,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $543,016 | 13,678 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $509,177 | 11,391 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $544,981 | 12,592 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $351,262 | 10,625 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $376,160 | 11,385 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $340,672 | 9,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $549,137 | 12,592 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $214,453 | 4,660 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $247,679 | 4,660 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $261,752 | 4,660 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $276,990 | 4,660 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $265,480 | 4,660 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $260,786 | 4,715 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $217,528 | 4,669 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||