Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,431
+$99,625 QoQ
Shares Held
6,729
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,337
of 2,047 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. USB ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp De
This page
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,393 | $247,161 |
All Filings in USB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,431 | 6,729 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $306,806 | 5,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,136 | 6,112 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $300,032 | 6,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $266,024 | 5,879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,719 | 6,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,437 | 6,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,827 | 4,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $207,591 | 5,229 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $233,915 | 5,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $228,561 | 5,281 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $212,377 | 6,424 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $218,956 | 6,627 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $231,549 | 6,423 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $220,666 | 5,060 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,019 | 5,060 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||