Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,660,698
+$960,402 QoQ
Shares Held
27,495
+109.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#234
of 827 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. USB ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
This page
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in USB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,660,698 | 27,495 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $700,296 | 13,124 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $209,220 | 4,329 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $444,449 | 10,527 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $602,514 | 12,597 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $592,660 | 12,960 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $539,642 | 13,593 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,361,830 | 30,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $889,966 | 20,563 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $496,528 | 15,019 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $459,586 | 13,910 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $251,160 | 6,967 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $519,002 | 11,901 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $735,235 | 18,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $749,619 | 16,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $699,560 | 13,162 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $491,094 | 8,743 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||