Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$743,403
+$95,515 QoQ
Shares Held
12,308
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,071
of 2,059 holders
Holding Since
Sep 2023
5 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, 2026WCG Wealth Advisors LLC holds $8,347,346 across 6 Banks - Regional names. USB ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
395,257 | $3,786,562 | |
| 2 | CPF |
Central Pacific Financial Corp
|
32,007 | $1,222,667 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,663 | $963,290 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,452 | $834,603 | |
| 5 | TFC |
Truist Financial Corp
|
15,994 | $796,821 | |
| 6 | USB |
US Bancorp De
This page
|
12,308 | $743,403 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,403 | 12,308 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $647,888 | 12,457 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $663,371 | 12,432 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $553,010 | 11,562 | Shares | Sole | 2025-02-19 | |
| 2023-09-30 | $424,655 | 12,845 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||