WEALTH ALLIANCE, LLC

Position in USB — US Bancorp \De\

CIK 1793904 MELLVILLE, NY

Position in USB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,201,640

+$306,500 QoQ

Shares Held

36,451

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#702

of 2,052 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. USB ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	10,958	$2,698,078
2	USB	US Bancorp \De\ This page	36,451	$2,201,640
3	RF	Regions Financial Corp	35,466	$1,071,073
4	TFC	Truist Financial Corp	14,435	$719,151
5	NU	Nu Holdings Ltd.	36,124	$482,616
6	HDB	Hdfc Bank Ltd	17,254	$445,670
7	ITUB	Itau Unibanco Holding S.A.	47,266	$386,163
8	BOH	Bank Of Hawaii Corp	4,358	$355,133

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,201,640	36,451	+0.0%	Shares	Defined	2026-08-11
2026-03-31	$1,895,140	36,438	+1.3%	Shares	Defined	2026-05-14
2025-12-31	$1,919,946	35,981	-2.1%	Shares	Defined	2026-02-13
2025-09-30	$1,776,272	36,753	+18.9%	Shares	Defined	2025-11-07
2025-06-30	$1,398,903	30,915	+3.6%	Shares	Defined	2025-08-08
2025-03-31	$1,259,844	29,840	-23.8%	Shares	Defined	2025-05-05
2024-12-31	$1,873,357	39,167	-9.0%	Shares	Defined	2025-02-03
2024-09-30	$1,967,350	43,021	+2.0%	Shares	Defined	2024-11-04
2024-06-30	$1,674,625	42,182	-14.1%	Shares	Defined	2024-08-09
2024-03-31	$2,195,619	49,119	-0.2%	Shares	Defined	2024-05-10
2023-12-31	$2,130,631	49,229	+0.5%	Shares	Defined	2024-01-30
2023-09-30	$1,618,716	48,963	+20.1%	Shares	Defined	2023-11-09
2023-06-30	$1,346,974	40,768	-0.2%	Shares	Defined	2023-08-02
2023-03-31	$1,471,957	40,831	+35.7%	Shares	Defined	2023-05-11
2022-12-31	$1,312,050	30,086	+15.8%	Shares	Defined	2023-02-13
2022-09-30	$1,047,755	25,986	+40.9%	Shares	Defined	2022-11-14
2022-06-30	$848,608	18,440	-12.2%	Shares	Defined	2022-10-11
2022-03-31	$1,116,309	21,003	+6.1%	Shares	Defined	2022-05-10
2021-12-31	$1,112,053	19,798	-10.0%	Shares	Defined	2022-02-14
2021-09-30	$1,307,857	22,003	+23.3%	Shares	Defined	2021-11-12
2021-06-30	$1,016,572	17,844	+56.6%	Shares	Defined	2021-08-16
2021-03-31	$630,368	11,397	+126.3%	Shares	Defined	2021-05-18
2020-12-31	$234,673	5,037	-11.6%	Shares	Defined	2021-02-11
2020-09-30	$204,380	5,701	—	Shares	Defined	2020-12-01
No filing history on record for this holder in this stock.