Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$833,459
-$117,127 QoQ
Shares Held
13,799
-24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,031
of 2,052 holders
Holding Since
Sep 2022
16 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, 2026Centennial Wealth Advisory LLC holds $5,718,534 across 8 Banks - Regional names. USB ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
37,441 | $863,015 | |
| 2 | USB |
US Bancorp \De\
This page
|
13,799 | $833,459 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
46,137 | $818,009 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
10,400 | $728,728 | |
| 5 | RF |
Regions Financial Corp
|
23,431 | $707,616 | |
| 6 | TFC |
Truist Financial Corp
|
14,102 | $702,561 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,368 | $655,741 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
17,556 | $409,405 |
All Filings in USB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,459 | 13,799 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $950,586 | 18,277 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $824,091 | 15,444 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $743,315 | 15,380 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $658,251 | 14,547 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $640,857 | 15,179 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $591,657 | 12,370 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $524,157 | 11,462 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $433,524 | 10,920 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $454,420 | 10,166 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $438,339 | 10,128 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $339,294 | 10,263 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $361,457 | 10,940 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $584,082 | 16,202 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $662,610 | 15,194 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $530,611 | 13,160 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||