Position in USB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,212,615
+$615,912 QoQ
Shares Held
53,189
+6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#608
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)
Derivatives in USB
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$4,000
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $30,980,306 across 23 Banks - Regional names. USB ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
172,620 | $8,599,928 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
20,241 | $4,983,739 | |
| 3 | RF |
Regions Financial Corp
|
128,662 | $3,885,592 | |
| 4 | USB |
US Bancorp \De\
This page
|
53,189 | $3,212,615 | |
| 5 | FITB |
Fifth Third Bancorp
|
28,027 | $1,579,881 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
25,144 | $1,152,349 | |
| 7 | CARE |
Carter Bankshares, Inc.
|
32,894 | $1,118,724 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
56,890 | $1,008,659 |
All Filings in USB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,212,615 | 53,189 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,596,703 | 49,927 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,721,466 | 51,002 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,510,356 | 51,942 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,710,022 | 59,890 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,583,104 | 61,182 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,924,212 | 82,045 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,772,679 | 82,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,155,594 | 79,486 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,668,260 | 82,064 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,667,264 | 246,471 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,432,021 | 194,556 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,540,753 | 137,432 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,854,240 | 134,653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,822,742 | 110,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,052,039 | 100,497 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,949,804 | 85,828 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,938,893 | 74,109 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $3,997,506 | 71,168 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,009,941 | 67,462 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $3,587,856 | 62,978 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,227,117 | 58,346 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $4,000 | 2,200 | Put | Sole | 2021-05-24 | |
| 2020-12-31 | $2,617,472 | 56,181 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,852,871 | 51,684 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,478,138 | 40,145 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,278,198 | 37,103 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||