Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,916
+$9,314 QoQ
Shares Held
1,141
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $671,219 across 30 Banks - Regional names. USB ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
5,038 | $421,781 | |
| 2 | USB |
US Bancorp De
This page
|
1,141 | $68,916 | |
| 3 | MTB |
M&T Bank Corp
|
220 | $52,362 | |
| 4 | 441 | $33,701 | |||
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
100 | $24,622 | |
| 6 | BHB |
Bar Harbor Bankshares
|
595 | $22,467 | |
| 7 | KB |
KB Financial Group Inc.
|
106 | $11,125 | |
| 8 | FNLC |
First Bancorp, Inc /ME/
|
300 | $10,446 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,916 | 1,141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,602 | 1,146 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $136,171 | 2,552 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $122,658 | 2,538 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $114,885 | 2,539 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $106,517 | 2,523 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $90,540 | 1,893 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||