Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,663
+$2,803 QoQ
Shares Held
458
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,887
of 2,044 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $12,381,454 across 23 Banks - Regional names. USB ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
336,253 | $7,330,315 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,080 | $1,897,495 | |
| 3 | TFC |
Truist Financial Corp
|
20,147 | $1,003,723 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $537,952 | |
| 5 | FBK |
FB Financial Corp
|
9,695 | $536,618 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
5,570 | $235,666 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $219,117 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
4,400 | $148,544 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,663 | 458 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $24,860 | 478 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,340 | 250 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,275 | 254 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,439 | 76 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,208 | 76 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,635 | 76 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,475 | 76 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,017 | 76 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,397 | 76 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,289 | 76 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,091 | 154 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,138 | 95 | Shares | Sole | 2023-07-24 | |
| 2022-09-30 | $2,620 | 65 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,886 | 41 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||