Position in USB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,125
+$418 QoQ
Shares Held
560
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Rialto Wealth Management, LLC holds $370,773 across 84 Banks - Regional names. USB ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
1,830 | $77,921 | |
| 2 | KEY |
Keycorp /New/
|
3,464 | $69,453 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
191 | $39,745 | |
| 4 | USB |
US Bancorp De
This page
|
560 | $29,125 | |
| 5 | TFC |
Truist Financial Corp
|
461 | $21,192 | |
| 6 | MTB |
M&T Bank Corp
|
92 | $19,018 | |
| 7 | TMP |
Tompkins Financial Corp
|
200 | $15,768 | |
| 8 | FITB |
Fifth Third Bancorp
|
156 | $7,247 |
All Filings in USB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,125 | 560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,707 | 538 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $50,843 | 1,052 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $46,969 | 1,038 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $44,710 | 1,059 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $33,194 | 694 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||