Position in USB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$288,395
+$81,475 QoQ
Shares Held
5,545
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Empower Advisory Group, LLC holds $2,711,001 across 8 Banks - Regional names. USB ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
9,239 | $575,497 | |
| 2 | CHMG |
Chemung Financial Corp
|
7,598 | $408,924 | |
| 3 | MTB |
M&T Bank Corp
|
1,649 | $340,881 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
6,988 | $312,153 | |
| 5 | TFC |
Truist Financial Corp
|
6,488 | $298,253 | |
| 6 | USB |
US Bancorp De
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|
5,545 | $288,395 | |
| 7 | UVSP |
UNIVEST FINANCIAL Corp
|
8,217 | $281,514 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
987 | $205,384 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,395 | 5,545 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $206,920 | 4,901 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $244,746 | 5,117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $257,231 | 5,625 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $200,604 | 5,053 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $206,692 | 4,624 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $201,425 | 4,654 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||