Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$398,821
+$49,158 QoQ
Shares Held
6,603
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,348
of 2,052 holders
Holding Since
Jun 2023
13 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,243,545 across 13 Banks - Regional names. USB ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
57,636 | $770,016 | |
| 2 | TFC |
Truist Financial Corp
|
13,659 | $680,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,558 | $629,830 | |
| 4 | GGAL |
Grupo Financiero Galicia SA
|
11,335 | $567,090 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
66,434 | $542,765 | |
| 6 | USB |
US Bancorp De
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|
6,603 | $398,821 | |
| 7 | RF |
Regions Financial Corp
|
10,339 | $312,237 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,540 | $288,310 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,821 | 6,603 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $349,663 | 6,723 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $352,442 | 6,605 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $324,245 | 6,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,359 | 6,019 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $238,247 | 5,643 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $512,928 | 10,724 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $920,407 | 20,127 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $674,225 | 16,983 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $856,854 | 19,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $867,417 | 20,042 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $334,567 | 10,120 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $354,684 | 10,735 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||