Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$329,663
+$2,469 QoQ
Shares Held
5,458
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,437
of 2,052 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,987,089 across 7 Banks - Regional names. USB ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
71,236 | $3,548,977 | |
| 2 | MTB |
M&T Bank Corp
|
13,318 | $3,169,817 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,404 | $1,084,352 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,448 | $927,173 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,975 | $637,701 | |
| 6 | USB |
US Bancorp De
This page
|
5,458 | $329,663 | |
| 7 | RF |
Regions Financial Corp
|
9,583 | $289,406 |
All Filings in USB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,663 | 5,458 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $327,194 | 6,291 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $355,110 | 6,655 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $328,547 | 6,798 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $308,559 | 6,819 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $301,535 | 7,142 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $295,876 | 6,186 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $46,256 | 1,400 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $43,610 | 1,000 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||