Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,334
+$2,564 QoQ
Shares Held
287
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,929
of 2,044 holders
Holding Since
Jun 2023
13 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, 2026New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. USB ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,284 | $805,189 | |
| 2 | RF |
Regions Financial Corp
|
5,707 | $172,351 | |
| 3 | WBS |
Webster Financial Corp
|
438 | $33,471 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
198 | $19,974 | |
| 5 | USB |
US Bancorp De
This page
|
287 | $17,334 | |
| 6 | AMAL |
Amalgamated Financial Corp.
|
300 | $13,770 | |
| 7 | BBT |
Beacon Financial Corp
|
351 | $10,687 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,319 | $7,689 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,334 | 287 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,770 | 284 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,994 | 281 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,435 | 278 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,443 | 275 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,483 | 272 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,449 | 323 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,587 | 319 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,545 | 316 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,946 | 312 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,373 | 309 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,050 | 304 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,912 | 300 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||