Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$33,522
-$20,815 QoQ
Shares Held
555
-56.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,872
of 2,047 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $3,146,072 across 18 Banks - Regional names. USB ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,573 | $1,372,184 | |
| 2 | TFC |
Truist Financial Corp
|
17,334 | $863,579 | |
| 3 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 4 | RF |
Regions Financial Corp
|
10,505 | $317,251 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,149 | $115,911 | |
| 6 | USB |
US Bancorp De
This page
|
555 | $33,522 | |
| 7 | FITB |
Fifth Third Bancorp
|
592 | $33,371 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
328 | $22,982 |
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,522 | 555 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $54,337 | 1,287 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $173,144 | 3,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,099 | 5,972 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $487,039 | 12,268 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $668,980 | 14,966 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $741,819 | 17,140 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $496,924 | 15,031 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $263,890 | 7,987 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $490,280 | 13,600 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $590,043 | 13,530 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $517,668 | 12,839 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $386,383 | 8,396 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $459,534 | 8,646 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $532,323 | 9,477 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $575,914 | 9,689 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $576,593 | 10,121 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $594,748 | 10,753 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $499,351 | 10,718 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $377,428 | 10,528 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $410,874 | 11,159 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $217,930 | 6,326 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||