EXCALIBUR MANAGEMENT CORP

Position in USB — US Bancorp De

CIK 1009003 WALTHAM, MA

Position in USB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$618,979

+$80,468 QoQ

Shares Held

10,248

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,151

of 2,044 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $3,791,961 across 5 Banks - Regional names. USB ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INDB	Independent Bank Corp	19,200	$1,607,424
2	PNC	Pnc Financial Services Group, Inc.	3,333	$820,651
3	USB	US Bancorp De This page	10,248	$618,979
4	MTB	M&T Bank Corp	1,933	$460,073
5	CFG	Citizens Financial Group Inc/Ri	4,065	$284,834

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,979	10,248	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$538,511	10,354	0.0%	Shares	Sole	2026-05-05
2025-12-31	$552,489	10,354	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$514,907	10,654	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$479,831	10,604	+2.7%	Shares	Sole	2025-08-06
2025-03-31	$436,090	10,329	0.0%	Shares	Sole	2025-05-08
2024-12-31	$494,036	10,329	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$475,592	10,400	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$409,902	10,325	+4.2%	Shares	Sole	2024-08-09
2024-03-31	$442,977	9,910	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$429,510	9,924	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$333,608	10,091	+3.7%	Shares	Sole	2023-11-13
2023-06-30	$321,512	9,731	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$350,442	9,721	+6.8%	Shares	Sole	2023-05-08
2022-12-31	$396,981	9,103	-3.5%	Shares	Sole	2023-02-10
2022-09-30	$380,257	9,431	0.0%	Shares	Sole	2022-11-04
2022-06-30	$434,014	9,431	+0.3%	Shares	Sole	2022-07-25
2022-03-31	$499,928	9,406	-0.1%	Shares	Sole	2022-05-03
2021-12-31	$529,065	9,419	+19.6%	Shares	Sole	2022-02-10
2021-09-30	$468,208	7,877	+3.3%	Shares	Sole	2021-10-28
2021-06-30	$434,510	7,627	+1.2%	Shares	Sole	2021-07-26
2021-03-31	$416,760	7,535	-2.0%	Shares	Sole	2021-05-03
2020-12-31	$358,044	7,685	-6.1%	Shares	Sole	2021-01-26
2020-09-30	$293,432	8,185	0.0%	Shares	Sole	2020-11-02
2020-06-30	$301,371	8,185	+1.4%	Shares	Sole	2020-08-14
2020-03-31	$278,011	8,070	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.