Soltis Investment Advisors LLC

Position in USB — US Bancorp De

CIK 1802530 ST. GEORGE, UT

Position in USB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$601,946

+$123,559 QoQ

Shares Held

9,966

+8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,167

of 2,047 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $11,094,351 across 13 Banks - Regional names. USB ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	105,959	$5,465,365
2	ZION	Zions Bancorporation, National Association /Ut/	25,114	$1,737,637
3	PNC	Pnc Financial Services Group, Inc.	4,355	$1,072,288
4	USB	US Bancorp De This page	9,966	$601,946
5	CFG	Citizens Financial Group Inc/Ri	5,362	$375,715
6	KEY	Keycorp /New/	12,812	$295,316
7	WAL	Western Alliance Bancorporation	3,579	$294,193
8	TFC	Truist Financial Corp	5,291	$263,597

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,946	9,966	+8.3%	Shares	Sole	2026-07-31
2026-03-31	$478,387	9,198	+11.3%	Shares	Sole	2026-04-27
2025-12-31	$440,860	8,262	+52.7%	Shares	Sole	2026-04-02
2025-09-30	$261,513	5,411	-11.1%	Shares	Sole	2025-11-12
2025-06-30	$275,436	6,087	+9.5%	Shares	Sole	2025-08-06
2025-03-31	$234,785	5,561	-24.0%	Shares	Sole	2025-05-13
2024-12-31	$350,067	7,319	+7.3%	Shares	Sole	2025-01-29
2024-09-30	$311,924	6,821	-4.4%	Shares	Sole	2025-01-03
2024-06-30	$283,180	7,133	-6.7%	Shares	Sole	2024-08-12
2024-03-31	$341,910	7,649	-0.6%	Shares	Sole	2024-05-29
2023-12-31	$333,212	7,699	-4.5%	Shares	Sole	2024-01-26
2023-09-30	$266,496	8,061	+38.4%	Shares	Sole	2023-11-08
2023-03-31	$209,991	5,825	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.