Position in USB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,169,028
-$131,888 QoQ
Shares Held
22,477
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $16,247,627 across 27 Banks - Regional names. USB ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
54,010 | $1,398,859 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
162,923 | $1,293,608 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
20,711 | $1,242,038 | |
| 4 | USB |
US Bancorp De
This page
|
22,477 | $1,169,028 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,809 | $1,000,704 | |
| 6 | LYG |
Lloyds Banking Group plc
|
190,138 | $956,394 | |
| 7 | HDB |
Hdfc Bank Ltd
|
37,132 | $923,844 | |
| 8 | NWG |
NatWest Group plc
|
56,409 | $840,494 |
All Filings in USB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,169,028 | 22,477 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,300,916 | 24,380 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $856,165 | 17,715 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $400,100 | 8,842 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $345,781 | 8,190 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $379,196 | 7,928 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $347,227 | 7,593 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $238,319 | 6,003 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $222,963 | 4,988 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $5,782,613 | 108,798 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||