Position in USB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$306,859
New position
Shares Held
5,900
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FORTERIS WEALTH MANAGEMENT INC. holds $264,046 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
5,300 | $264,046 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,859 | 5,900 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||