Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$467,737
+$83,540 QoQ
Shares Held
7,744
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,250
of 2,022 holders
Holding Since
Mar 2022
18 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. USB ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
This page
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in USB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,737 | 7,744 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $384,197 | 7,387 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $394,223 | 7,388 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $415,444 | 8,596 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $421,730 | 9,320 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $344,979 | 8,171 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $358,438 | 7,494 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $341,465 | 7,467 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $295,844 | 7,452 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $340,614 | 7,620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $495,426 | 11,447 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $346,931 | 10,494 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,036 | 9,989 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $297,520 | 8,253 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $345,216 | 7,916 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $302,520 | 7,503 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $347,174 | 7,544 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $380,075 | 7,151 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||