Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,445
+$34,928 QoQ
Shares Held
4,163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,598
of 2,047 holders
Holding Since
Mar 2022
4 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, 2026W ADVISORS, LLC holds $1,477,865 across 6 Banks - Regional names. USB ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
12,848 | $329,422 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,814 | $271,365 | |
| 3 | USB |
US Bancorp De
This page
|
4,163 | $251,445 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
880 | $216,673 | |
| 5 | RF |
Regions Financial Corp
|
7,071 | $213,544 | |
| 6 | VLY |
Valley National Bancorp
|
13,339 | $195,416 |
All Filings in USB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,445 | 4,163 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $216,517 | 4,163 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $221,550 | 4,152 | Shares | Other | 2026-02-13 | |
| 2022-03-31 | $199,471 | 3,753 | Shares | Other | 2022-08-26 | |
| No filing history on record for this holder in this stock. | ||||||