Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$598,745
+$104,494 QoQ
Shares Held
9,913
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,172
of 2,047 holders
Holding Since
Sep 2024
7 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, 2026Aprio Wealth Management, LLC holds $10,596,538 across 18 Banks - Regional names. USB ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
18,281 | $1,156,273 | |
| 2 | RF |
Regions Financial Corp
|
36,975 | $1,116,645 | |
| 3 | KB |
KB Financial Group Inc.
|
10,109 | $1,061,040 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
22,838 | $771,010 | |
| 5 | WF |
Woori Financial Group Inc.
|
11,997 | $688,627 | |
| 6 | LYG |
Lloyds Banking Group plc
|
108,247 | $631,080 | |
| 7 | USB |
US Bancorp De
This page
|
9,913 | $598,745 | |
| 8 | BAP |
Credicorp Ltd
|
1,519 | $591,772 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,745 | 9,913 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $494,251 | 9,503 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $359,166 | 6,731 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,935 | 4,799 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $238,205 | 5,642 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,533 | 6,367 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $302,549 | 6,616 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||