IVC Wealth Advisors LLC

Position in USB — US Bancorp De

CIK 1842811 SILVERDALE, PA

Position in USB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$467,375

+$62,218 QoQ

Shares Held

7,738

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#340

of 640 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $5,599,455 across 5 Banks - Regional names. USB ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	47,770	$2,379,901
2	CZNC	Citizens & Northern Corp	54,608	$1,272,912
3	UVSP	UNIVEST FINANCIAL Corp	21,937	$959,743
4	PNC	Pnc Financial Services Group, Inc.	2,110	$519,524
5	USB	US Bancorp De This page	7,738	$467,375

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,375	7,738	-0.7%	Shares	Sole	2026-07-14
2026-03-31	$405,157	7,790	+4.1%	Shares	Sole	2026-04-16
2025-12-31	$399,292	7,483	-1.0%	Shares	Sole	2026-01-16
2025-09-30	$365,471	7,562	+10.1%	Shares	Sole	2025-10-09
2025-06-30	$310,686	6,866	+8.5%	Shares	Sole	2025-07-22
2025-03-31	$267,125	6,327	+15.2%	Shares	Sole	2025-04-08
2024-12-31	$262,634	5,491	+0.0%	Shares	Sole	2025-01-17
2024-09-30	$251,057	5,490	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$217,833	5,487	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.