Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$958,548
+$127,169 QoQ
Shares Held
15,870
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#987
of 2,047 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. USB ranks #10 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,548 | 15,870 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $831,379 | 15,985 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $848,584 | 15,903 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $770,138 | 15,935 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $703,456 | 15,546 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $653,354 | 15,475 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $752,318 | 15,729 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $735,749 | 16,089 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $637,383 | 16,055 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,397,009 | 31,253 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,371,932 | 31,699 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,128,602 | 34,138 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,147,677 | 34,736 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $673,882 | 18,693 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $815,550 | 18,701 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $743,541 | 18,441 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $825,230 | 17,932 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $939,479 | 17,676 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $965,281 | 17,185 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,012,560 | 17,035 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $970,654 | 17,038 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $934,849 | 16,902 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $813,181 | 17,454 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||