Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$30,200
-$880,965 QoQ
Shares Held
500
-97.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,876
of 2,044 holders
Holding Since
Jun 2023
11 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, 2026Buck Wealth Strategies, LLC holds $246,713 across 16 Banks - Regional names. USB ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOH |
Bank Of Hawaii Corp
|
1,184 | $96,484 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
129 | $31,762 | |
| 3 | USB |
US Bancorp De
This page
|
500 | $30,200 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
297 | $20,549 | |
| 5 | TFC |
Truist Financial Corp
|
395 | $19,678 | |
| 6 | RF |
Regions Financial Corp
|
464 | $14,012 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
130 | $11,277 | |
| 8 | FITB |
Fifth Third Bancorp
|
172 | $9,695 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,200 | 500 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $911,165 | 18,853 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,066,135 | 23,561 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $946,445 | 22,417 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $657,040 | 13,737 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $374,025 | 8,179 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $514,035 | 12,948 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,929,784 | 110,286 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $530,439 | 12,256 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $420,192 | 12,710 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $49,692 | 1,504 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||