Position in USB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$712,599
+$98,986 QoQ
Shares Held
11,798
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#376
of 827 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,940,048 across 12 Banks - Regional names. USB ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
838,806 | $47,283,494 | |
| 2 | CBC |
Central Bancompany, Inc.
|
282,050 | $8,568,679 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
71,288 | $4,116,882 | |
| 4 | UMBF |
Umb Financial Corp
|
9,166 | $1,308,538 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,546 | $1,119,316 | |
| 6 | USB |
US Bancorp De
This page
|
11,798 | $712,599 | |
| 7 | RF |
Regions Financial Corp
|
18,500 | $558,700 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
2,460 | $162,064 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,599 | 11,798 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $613,613 | 11,798 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $666,893 | 12,498 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $628,193 | 12,998 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $588,159 | 12,998 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $654,325 | 15,498 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $796,273 | 16,648 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $775,032 | 16,948 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $672,835 | 16,948 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $793,961 | 17,762 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $768,133 | 17,748 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $595,013 | 17,998 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $594,653 | 17,998 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $638,012 | 17,698 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $878,654 | 20,148 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $812,367 | 20,148 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $953,672 | 20,723 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,251,576 | 23,548 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,756,997 | 31,280 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,915,929 | 32,233 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,802,986 | 31,648 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,767,043 | 31,948 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,509,422 | 32,398 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,207,535 | 33,683 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,253,095 | 34,033 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,198,274 | 34,783 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||