Position in USB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,866,679
-$689,323 QoQ
Shares Held
93,572
-10.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Acumen Wealth Advisors, LLC holds $5,684,619 across 23 Banks - Regional names. USB ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
93,572 | $4,866,679 | |
| 2 | FHN |
First Horizon Corp
|
11,350 | $258,326 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,069 | $178,223 | |
| 4 | RF |
Regions Financial Corp
|
4,025 | $105,133 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
340 | $70,750 | |
| 6 | BPOP |
Popular, Inc.
|
203 | $27,236 | |
| 7 | WAL |
Western Alliance Bancorporation
|
279 | $19,767 | |
| 8 | LYG |
Lloyds Banking Group plc
|
3,883 | $19,531 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,866,679 | 93,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,556,002 | 104,123 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||