Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,368
+$805 QoQ
Shares Held
122
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,987
of 2,052 holders
Holding Since
Sep 2025
3 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,043,761 across 19 Banks - Regional names. USB ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,069 | $254,432 | |
| 2 | INDB |
Independent Bank Corp
|
2,000 | $167,440 | |
| 3 | AVBC |
Avidia Bancorp, Inc.
|
5,000 | $104,950 | |
| 4 | BBT |
Beacon Financial Corp
|
3,000 | $91,350 | |
| 5 | IBN |
Icici Bank Ltd
|
2,750 | $79,832 | |
| 6 | TFC |
Truist Financial Corp
|
1,308 | $65,164 | |
| 7 | NBTB |
Nbt Bancorp Inc
|
1,000 | $49,370 | |
| 8 | KEY |
Keycorp /New/
|
2,000 | $46,100 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,368 | 122 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,563 | 123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,840 | 245 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||