ADVISORTRUST PARTNERS, LLC

Position in USB — US Bancorp De

CIK 2115523 RALEIGH, NC

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$653,407

-$8,420 QoQ

Shares Held

10,818

-15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,128

of 2,047 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $9,151,152 across 4 Banks - Regional names. USB ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	26,405	$6,501,439
2	TFC	Truist Financial Corp	27,015	$1,345,887
3	USB	US Bancorp De This page	10,818	$653,407
4	UBSI	United Bankshares Inc/Wv	14,192	$650,419

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,407	10,818	-15.0%	Shares	Sole	2026-08-10
2026-03-31	$661,827	12,725	+8.5%	Shares	Sole	2026-05-06
2025-12-31	$625,806	11,728	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.