Fortis Group Advisors, LLC

Position in USB — US Bancorp De

CIK 1815183 WESTWOOD, NJ

Position in USB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$70,486

+$10,311 QoQ

Shares Held

1,167

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,812

of 2,047 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $108,794 across 5 Banks - Regional names. USB ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	1,167	$70,486
2	PNC	Pnc Financial Services Group, Inc.	100	$24,622
3	TFC	Truist Financial Corp	150	$7,473
4	BANC	Banc Of California, Inc.	225	$4,596
5	CBSH	Commerce Bancshares Inc /Mo/	28	$1,617

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,486	1,167	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$60,175	1,157	+1144.1%	Shares	Sole	2026-05-08
2025-12-31	$4,962	93	0.0%	Shares	Sole	2026-02-06
2025-09-30	$4,494	93	0.0%	Shares	Sole	2025-11-07
2025-06-30	$4,208	93	0.0%	Shares	Sole	2025-08-08
2025-03-31	$3,926	93	0.0%	Shares	Sole	2025-05-02
2024-12-31	$4,448	93	0.0%	Shares	Sole	2025-01-31
2024-09-30	$4,252	93	0.0%	Shares	Sole	2024-10-21
2024-06-30	$3,692	93	0.0%	Shares	Sole	2024-07-30
2024-03-31	$4,157	93	-50.0%	Shares	Sole	2024-04-30
2023-12-31	$8,049	186	+100.0%	Shares	Sole	2024-03-04
2023-09-30	$3,073	93	0.0%	Shares	Sole	2023-12-01
2020-09-30	$3,334	93	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.