Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$485,314
-$76,758 QoQ
Shares Held
8,035
-25.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,248
of 2,047 holders
Holding Since
Sep 2024
7 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,887,861 across 13 Banks - Regional names. USB ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,795 | $746,906 | |
| 2 | NU |
Nu Holdings Ltd.
|
47,126 | $629,603 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,352 | $579,109 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,122 | $570,577 | |
| 5 | USB |
US Bancorp De
This page
|
8,035 | $485,314 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,053 | $283,993 | |
| 7 | KB |
KB Financial Group Inc.
|
2,564 | $269,117 | |
| 8 | LYG |
Lloyds Banking Group plc
|
41,818 | $243,798 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,314 | 8,035 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $562,072 | 10,807 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $556,971 | 10,438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $497,702 | 10,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $459,151 | 10,147 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $222,266 | 4,647 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $208,071 | 4,550 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||