Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,067,456
-$197,103 QoQ
Shares Held
67,342
-17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#549
of 2,063 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. USB ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp \De\
This page
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
|
18,042 | $1,130,150 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,067,456 | 67,342 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,264,559 | 81,995 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,515,536 | 84,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,739,440 | 56,682 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,541,556 | 56,167 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,691,804 | 134,813 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,979,676 | 104,112 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,204,736 | 91,947 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,596,502 | 90,592 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,113,919 | 92,034 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,000,370 | 92,430 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,875,724 | 86,985 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,732,650 | 52,441 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,719,152 | 47,688 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,846,534 | 42,342 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,423,054 | 35,294 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,361,869 | 29,593 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,095,421 | 20,610 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $559,003 | 9,952 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $417,387 | 7,022 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $267,986 | 4,704 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $82,965 | 1,500 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $22,316 | 479 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,849 | 470 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $35,862 | 974 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $37,791 | 1,097 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||