Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$691,338
+$80,585 QoQ
Shares Held
11,446
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,105
of 2,047 holders
Holding Since
Jun 2025
5 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, 2026Legacy Capital Group California, Inc. holds $5,347,716 across 6 Banks - Regional names. USB ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
28,514 | $1,997,975 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,449 | $1,096,340 | |
| 3 | KEY |
Keycorp /New/
|
30,057 | $692,813 | |
| 4 | USB |
US Bancorp De
This page
|
11,446 | $691,338 | |
| 5 | TFC |
Truist Financial Corp
|
12,817 | $638,542 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
937 | $230,708 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,338 | 11,446 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $610,753 | 11,743 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $696,241 | 13,048 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $636,167 | 13,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,580 | 13,162 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||