Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$305,402
-$108,991 QoQ
Shares Held
5,872
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $1,164,379 across 2 Banks - Regional names. USB ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
44,300 | $858,977 | |
| 2 | USB |
US Bancorp De
This page
|
5,872 | $305,402 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,402 | 5,872 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $414,393 | 7,766 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $427,720 | 8,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $400,734 | 8,856 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $373,647 | 8,850 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $422,482 | 8,833 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $403,933 | 8,833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $350,670 | 8,833 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $417,185 | 9,333 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $400,296 | 9,249 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,771 | 9,249 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $305,586 | 9,249 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $351,451 | 9,749 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $441,507 | 10,124 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $412,675 | 10,235 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $471,014 | 10,235 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $538,090 | 10,124 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $666,962 | 11,874 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $705,790 | 11,874 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $676,461 | 11,874 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $656,750 | 11,874 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $553,209 | 11,874 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $440,668 | 12,292 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $562,388 | 15,274 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $541,347 | 15,714 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||