Position in USB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$13,698,237
-$62,026 QoQ
Shares Held
263,377
+2.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. USB ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
263,377 | $13,698,237 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
54,330 | $11,305,529 | |
| 3 | TFC |
Truist Financial Corp
|
131,893 | $6,063,121 | |
| 4 | FITB |
Fifth Third Bancorp
|
126,840 | $5,892,986 | |
| 5 | RF |
Regions Financial Corp
|
114,852 | $2,999,934 | |
| 6 | TRMK |
Trustmark Corp
|
66,317 | $2,794,598 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
37,947 | $2,275,681 | |
| 8 | SSB |
SouthState Bank Corp
|
18,045 | $1,669,523 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,698,237 | 263,377 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,760,263 | 257,876 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,291,382 | 254,322 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,267,541 | 226,907 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,045,001 | 214,235 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,280,741 | 194,036 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,437,642 | 184,510 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,701,915 | 168,814 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,365,621 | 164,779 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,750,771 | 155,979 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,579,636 | 138,525 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,184,516 | 126,650 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,345,647 | 120,545 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,114,385 | 94,345 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,413,306 | 109,457 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,807,142 | 82,728 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,370,082 | 63,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,173,942 | 56,506 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||