Allen Mooney & Barnes Investment Advisors LLC
Position in USB — US Bancorp De
CIK 2001461
Thomasville, GA
Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,493,191
+$245,007 QoQ
Shares Held
41,278
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#669
of 2,047 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $6,277,592 across 7 Banks - Regional names. USB ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
41,278 | $2,493,191 | |
| 2 | CBAN |
Colony Bankcorp Inc
|
57,904 | $1,163,291 | |
| 3 | TFC |
Truist Financial Corp
|
18,933 | $943,242 | |
| 4 | OZK |
Bank OZK
|
10,920 | $568,822 | |
| 5 | ABCB |
Ameris Bancorp
|
5,003 | $451,570 | |
| 6 | RNST |
Renasant Corp
|
9,054 | $385,157 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,106 | $272,319 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,191 | 41,278 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,248,184 | 43,226 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,298,588 | 43,077 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,092,157 | 43,289 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,948,193 | 43,054 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,814,277 | 42,972 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,108,029 | 23,166 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,270,425 | 27,781 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,137,603 | 28,655 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,285,840 | 28,766 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,262,174 | 29,163 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,057,920 | 32,000 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $1,027,477 | 31,098 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $1,028,218 | 28,522 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $1,284,706 | 29,459 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $1,304,392 | 32,351 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $1,534,582 | 33,346 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $1,787,009 | 33,622 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||