Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$262,800
+$57,621 QoQ
Shares Held
4,351
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,568
of 2,047 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $14,594,904 across 11 Banks - Regional names. USB ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBNC |
First Bancorp /Nc/
|
119,089 | $7,613,359 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,283 | $2,669,653 | |
| 3 | TFC |
Truist Financial Corp
|
25,100 | $1,250,482 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
31,703 | $562,094 | |
| 5 | WSBC |
Wesbanco Inc
|
12,269 | $478,859 | |
| 6 | UBCP |
United Bancorp Inc /Oh/
|
28,984 | $460,265 | |
| 7 | NEWT |
NewtekOne, Inc.
|
28,897 | $427,964 | |
| 8 | FNB |
Fnb Corp/Pa/
|
16,757 | $319,723 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,800 | 4,351 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $205,179 | 3,945 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $208,904 | 3,915 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $177,210 | 3,705 | Shares | Sole | 2025-02-07 | |
| 2023-12-31 | $182,035 | 4,206 | Shares | Sole | 2024-02-09 | |
| 2021-12-31 | $185,080 | 3,295 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $223,253 | 3,756 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $216,253 | 3,796 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $209,345 | 3,785 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $186,350 | 4,000 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $110,058 | 3,070 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||