Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,207
+$286,619 QoQ
Shares Held
5,169
+950.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,464
of 2,047 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $15,833,285 across 9 Banks - Regional names. USB ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEBO |
Peoples Bancorp Inc
|
258,803 | $9,940,623 | |
| 2 | FHN |
First Horizon Corp
|
50,638 | $1,298,357 | |
| 3 | FBK |
FB Financial Corp
|
19,000 | $1,051,650 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
10,138 | $1,022,721 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,576 | $880,482 | |
| 6 | SYBT |
Stock Yards Bancorp, Inc.
|
8,264 | $631,948 | |
| 7 | SSB |
SouthState Bank Corp
|
4,489 | $448,451 | |
| 8 | USB |
US Bancorp De
This page
|
5,169 | $312,207 |
All Filings in USB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,207 | 5,169 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,588 | 492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,817 | 5,169 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $249,817 | 5,169 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,472 | 5,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,921 | 5,280 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||