Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,235,482
+$351,937 QoQ
Shares Held
20,455
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#890
of 2,052 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, 2026Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. USB ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,654 | $2,623,227 | |
| 2 | FITB |
Fifth Third Bancorp
|
27,503 | $1,550,344 | |
| 3 | USB |
US Bancorp \De\
This page
|
20,455 | $1,235,482 | |
| 4 | TFC |
Truist Financial Corp
|
21,690 | $1,080,595 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
11,273 | $789,899 | |
| 6 | WTFC |
Wintrust Financial Corp
|
3,061 | $491,963 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
9,489 | $434,880 | |
| 8 | KEY |
Keycorp /New/
|
18,162 | $418,634 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,482 | 20,455 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $883,545 | 16,988 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $835,777 | 15,663 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $722,388 | 14,947 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $568,883 | 12,572 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $496,971 | 11,771 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $475,047 | 9,932 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $423,917 | 9,270 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $382,430 | 9,633 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $462,555 | 10,348 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $440,417 | 10,176 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $359,659 | 10,879 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $302,811 | 9,165 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $303,504 | 8,419 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $294,018 | 6,742 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $275,909 | 6,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,578 | 4,641 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $214,885 | 4,043 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||