Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,434
+$4,557 QoQ
Shares Held
537
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,875
of 2,047 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $78,558 across 15 Banks - Regional names. USB ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
537 | $32,434 | |
| 2 | LYG |
Lloyds Banking Group plc
|
2,196 | $12,802 | |
| 3 | TFIN |
Triumph Financial, Inc.
|
92 | $7,020 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
74 | $6,419 | |
| 5 | KEY |
Keycorp /New/
|
130 | $2,996 | |
| 6 | FITB |
Fifth Third Bancorp
|
50 | $2,818 | |
| 7 | ABCB |
Ameris Bancorp
|
31 | $2,798 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
56 | $2,369 |
All Filings in USB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,434 | 537 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,877 | 536 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,934 | 561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,113 | 561 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,702 | 568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,980 | 568 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $58,945 | 1,289 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $53,197 | 1,340 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||