Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$364,393
-$87,937 QoQ
Shares Held
6,033
-30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,387
of 2,047 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, 2026International Private Wealth Advisors LLC holds $2,309,620 across 7 Banks - Regional names. USB ranks #1 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
6,033 | $364,393 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
4,878 | $341,801 | |
| 3 | RF |
Regions Financial Corp
|
11,144 | $336,548 | |
| 4 | TFC |
Truist Financial Corp
|
6,551 | $326,370 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
18,003 | $319,193 | |
| 6 | KEY |
Keycorp /New/
|
13,840 | $319,012 | |
| 7 | FNB |
Fnb Corp/Pa/
|
15,844 | $302,303 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,393 | 6,033 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $452,330 | 8,697 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $409,911 | 7,682 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $377,505 | 7,811 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $400,598 | 8,853 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $431,277 | 10,215 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $434,296 | 9,080 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $415,228 | 9,080 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $377,507 | 9,509 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $410,971 | 9,194 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $217,914 | 5,035 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||