Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,902
+$34,279 QoQ
Shares Held
4,005
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,615
of 2,044 holders
Holding Since
Dec 2025
3 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, 2026Carson Advisory Inc. holds $4,530,296 across 7 Banks - Regional names. USB ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,679 | $1,783,457 | |
| 2 | TFC |
Truist Financial Corp
|
18,375 | $915,442 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,049 | $504,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,590 | $455,962 | |
| 5 | NKSH |
National Bankshares Inc
|
10,000 | $363,300 | |
| 6 | RF |
Regions Financial Corp
|
8,799 | $265,729 | |
| 7 | USB |
US Bancorp De
This page
|
4,005 | $241,902 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,902 | 4,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $207,623 | 3,992 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $213,013 | 3,992 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||