Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,828,652
+$371,128 QoQ
Shares Held
46,832
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#650
of 2,052 holders
Holding Since
Dec 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, 2026Premier Path Wealth Partners, LLC holds $7,014,303 across 6 Banks - Regional names. USB ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
46,832 | $2,828,652 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,595 | $1,870,040 | |
| 3 | TFC |
Truist Financial Corp
|
16,473 | $820,684 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,416 | $587,149 | |
| 5 | MTB |
M&T Bank Corp
|
2,306 | $548,851 | |
| 6 | RF |
Regions Financial Corp
|
11,885 | $358,927 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828,652 | 46,832 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,457,524 | 47,251 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,365,608 | 44,333 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,056,634 | 42,554 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,904,120 | 42,080 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,715,314 | 40,628 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,974,422 | 41,280 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,925,324 | 42,102 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,581,092 | 39,826 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,703,695 | 38,114 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $491,660 | 11,360 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||