Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,585,382
+$2,627,868 QoQ
Shares Held
705,056
-8.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#163
of 2,044 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $42,585,382 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
705,056 | $42,585,382 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,585,382 | 705,056 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $39,957,514 | 768,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,210,957 | 78,916 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,901,487 | 80,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,720,751 | 104,326 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,475,151 | 105,996 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,246,554 | 235,136 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,959,926 | 239,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,662,821 | 243,396 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,071,117 | 247,676 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,520,836 | 196,877 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,770,754 | 204,802 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,879,159 | 208,207 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,607,307 | 211,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,405,239 | 169,806 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,907,057 | 171,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,971,400 | 173,216 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,942,540 | 168,251 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,205,971 | 199,501 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,972,167 | 201,416 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,701,410 | 205,396 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,789,105 | 213,146 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,613,132 | 549,756 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,988,382 | 557,556 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,544,276 | 530,806 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,828,081 | 517,506 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||