Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$647,888
-$15,483 QoQ
Shares Held
12,457
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WCG Wealth Advisors LLC holds $9,244,913 across 6 Banks - Regional names. USB ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
296,610 | $4,641,946 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
206,688 | $1,641,102 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,628 | $871,679 | |
| 4 | TFC |
Truist Financial Corp
|
16,024 | $736,623 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,343 | $705,675 | |
| 6 | USB |
US Bancorp De
This page
|
12,457 | $647,888 |
All Filings in USB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||