Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,553,694
+$1,288,503 QoQ
Shares Held
58,836
+35.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#577
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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $7,050,410 across 2 Banks - Regional names. USB ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
58,836 | $3,553,694 | |
| 2 | TFC |
Truist Financial Corp
|
70,187 | $3,496,716 |
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,553,694 | 58,836 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,265,191 | 43,553 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,032,962 | 38,099 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,571,498 | 32,516 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $736,805 | 16,283 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||