Arkadios Wealth Advisors

Position in USB — US Bancorp De

CIK 1800798 ATLANTA, GA

Position in USB

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$4,264,559

-$250,977 QoQ

Shares Held

81,995

-3.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Arkadios Wealth Advisors holds $29,861,841 across 31 Banks - Regional names. USB ranks #1 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	81,995	$4,264,559
2	TFC	Truist Financial Corp	88,707	$4,077,860
3	PNC	Pnc Financial Services Group, Inc.	16,947	$3,526,501
4	UBSI	United Bankshares Inc/Wv	81,499	$3,375,688
5	GBCI	Glacier Bancorp, Inc.	69,178	$3,090,180
6	KEY	Keycorp /New/	50,303	$1,008,574
7	HBAN	Huntington Bancshares Inc /Md/	54,543	$853,597
8	WBS	Webster Financial Corp	10,659	$739,947

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,264,559	81,995	-3.1%	Shares	Sole	2026-05-18
2025-12-31	$4,515,536	84,624	+49.3%	Shares	Sole	2026-02-13
2025-09-30	$2,739,440	56,682	+0.9%	Shares	Sole	2025-10-29
2025-06-30	$2,541,556	56,167	-58.3%	Shares	Sole	2025-08-04
2025-03-31	$5,691,804	134,813	+29.5%	Shares	Sole	2025-05-08
2024-12-31	$4,979,676	104,112	+13.2%	Shares	Sole	2025-01-15
2024-09-30	$4,204,736	91,947	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$3,596,502	90,592	-1.6%	Shares	Sole	2024-07-29
2024-03-31	$4,113,919	92,034	-0.4%	Shares	Sole	2024-04-30
2023-12-31	$4,000,370	92,430	+6.3%	Shares	Sole	2024-01-24
2023-09-30	$2,875,724	86,985	+65.9%	Shares	Sole	2023-10-13
2023-06-30	$1,732,650	52,441	+10.0%	Shares	Sole	2023-07-26
2023-03-31	$1,719,152	47,688	+12.6%	Shares	Sole	2023-05-02
2022-12-31	$1,846,534	42,342	+20.0%	Shares	Sole	2023-01-11
2022-09-30	$1,423,054	35,294	+19.3%	Shares	Sole	2022-10-21
2022-06-30	$1,361,869	29,593	+43.6%	Shares	Sole	2022-07-14
2022-03-31	$1,095,421	20,610	+107.1%	Shares	Sole	2022-05-02
2021-12-31	$559,003	9,952	+41.7%	Shares	Sole	2022-02-03
2021-09-30	$417,387	7,022	+49.3%	Shares	Sole	2021-10-19
2021-06-30	$267,986	4,704	+213.6%	Shares	Sole	2021-07-28
2021-03-31	$82,965	1,500	+213.2%	Shares	Sole	2021-04-26
2020-12-31	$22,316	479	+1.9%	Shares	Sole	2021-02-09
2020-09-30	$16,849	470	-51.7%	Shares	Sole	2020-11-10
2020-06-30	$35,862	974	-11.2%	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.