Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$209,527
-$8,550 QoQ
Shares Held
3,469
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,690
of 2,044 holders
Holding Since
Sep 2024
7 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, 2026TRITONPOINT WEALTH, LLC holds $5,590,255 across 6 Banks - Regional names. USB ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,665 | $3,364,596 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
15,331 | $648,654 | |
| 3 | MTB |
M&T Bank Corp
|
2,237 | $532,428 | |
| 4 | TMP |
Tompkins Financial Corp
|
4,762 | $450,104 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
185 | $384,946 | |
| 6 | USB |
US Bancorp De
This page
|
3,469 | $209,527 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,527 | 3,469 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $218,077 | 4,193 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $228,327 | 4,279 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $241,263 | 4,992 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,996 | 4,685 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $233,936 | 4,891 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $213,147 | 4,661 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||