Position in USB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$39,683
-$2,580 QoQ
Shares Held
763
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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, 2026Opal Wealth Advisors, LLC holds $82,430 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
14,139 | $82,430 |
All Filings in USB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,683 | 763 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $42,263 | 934 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $44,331 | 1,050 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $54,905 | 1,383 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $125,919 | 2,817 | Shares | Sole | 2024-04-11 | |
| 2022-06-30 | $242,663 | 5,273 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $296,364 | 5,576 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $296,689 | 5,282 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $325,671 | 5,479 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $296,073 | 5,197 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $371,572 | 6,718 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $340,433 | 7,307 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||