Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$639,152
-$39,994 QoQ
Shares Held
10,582
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,139
of 2,047 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $7,673,189 across 18 Banks - Regional names. USB ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
|
50,881 | $1,366,663 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
9,616 | $673,793 | |
| 3 | USB |
US Bancorp De
This page
|
10,582 | $639,152 | |
| 4 | ABCB |
Ameris Bancorp
|
6,571 | $593,098 | |
| 5 | TFC |
Truist Financial Corp
|
10,888 | $542,440 | |
| 6 | RF |
Regions Financial Corp
|
17,506 | $528,681 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,981 | $449,888 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
13,089 | $387,696 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,152 | 10,582 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $679,146 | 13,058 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,213,906 | 41,490 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,054,842 | 63,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,511,666 | 33,407 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,611,115 | 38,160 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,049,515 | 42,850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,624,146 | 35,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,435,988 | 36,171 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $2,054,847 | 47,478 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,208,012 | 36,540 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,014,625 | 30,709 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,308,831 | 36,306 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $966,223 | 22,156 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||