Position in USB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$665,517
+$163,669 QoQ
Shares Held
12,796
+36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $8,041,800 across 28 Banks - Regional names. USB ranks #1 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
12,796 | $665,517 | |
| 2 | TFC |
Truist Financial Corp
|
11,511 | $529,159 | |
| 3 | WBS |
Webster Financial Corp
|
6,967 | $483,646 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,291 | $476,731 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
29,000 | $453,847 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
14,880 | $430,923 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,636 | $354,765 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,553 | $354,712 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $665,517 | 12,796 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $501,848 | 9,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $364,983 | 7,552 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,995 | 6,453 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,529 | 6,384 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $298,504 | 6,241 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $280,688 | 6,138 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||