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Equibles

Avion Wealth

Position in USB — US Bancorp De

CIK 1792704 THE WOODLANDS, TX
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$19,086
+$2,131 QoQ
Shares Held
316
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,938
of 2,065 holders
Holding Since
Mar 2020
17 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, 2026

Avion Wealth holds $668,259 across 69 Banks - Regional names. USB ranks #5 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TCBX
Third Coast Bancshares, Inc.
 6,800 $274,720
2 FHN
First Horizon Corp
 2,493 $63,920
3 PNC
Pnc Financial Services Group, Inc.
 254 $62,539
4 PRK
Park National Corp /Oh/
 221 $40,440
5 USB
US Bancorp De
This page 		316 $19,086
6 MTB
M&T Bank Corp
 69 $16,422
7 TFC
Truist Financial Corp
 328 $16,340
8 NEWT
NewtekOne, Inc.
 1,000 $14,810

All Filings in USB

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,086 316
2026-03-31 $16,955 326
2025-12-31 $14,247 267
2025-09-30 $13,580 281
2025-06-30 $12,262 271
2025-03-31 $8,655 205
2024-12-31 $9,805 205
2024-09-30 $9,100 199
2024-06-30 $5 144
2024-03-31 $5,855 131
2023-12-31 $5,280 122
2023-09-30 $3,107 94
2023-06-30 $2,081 63
2020-12-31 $5,637 121
2020-09-30 $4,337 121
2020-06-30 $4,455 121
2020-03-31 $4,168 121