Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,072,837
+$1,768,416 QoQ
Shares Held
232,994
-1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#309
of 2,062 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $110,483,806 across 12 Banks - Regional names. USB ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,638 | $46,938,887 | |
| 2 | PGC |
Peapack Gladstone Financial Corp
|
348,088 | $16,475,004 | |
| 3 | TFC |
Truist Financial Corp
|
320,754 | $15,979,963 | |
| 4 | USB |
US Bancorp De
This page
|
232,994 | $14,072,837 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
106,192 | $7,440,872 | |
| 6 | KEY |
Keycorp /New/
|
220,426 | $5,080,818 | |
| 7 | FITB |
Fifth Third Bancorp
|
42,735 | $2,408,971 | |
| 8 | CLBK |
Columbia Financial, Inc./MD/
|
108,130 | $1,042,967 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,072,837 | 232,994 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,304,421 | 236,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,082,698 | 245,178 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,720,792 | 263,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,759,071 | 259,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,287,895 | 267,359 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $12,212,337 | 255,328 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,448,046 | 250,340 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $9,891,332 | 249,152 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $11,163,601 | 249,745 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $10,765,638 | 248,744 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,652,098 | 261,709 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,293,766 | 251,022 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,564,361 | 237,569 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,574,944 | 242,489 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,914,653 | 196,296 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,998,657 | 195,538 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,259,436 | 193,028 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,241,761 | 164,532 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $8,600,610 | 144,694 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,663,614 | 99,414 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,462,359 | 98,759 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,337,109 | 93,091 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,305,979 | 92,217 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,433,354 | 93,247 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,268,236 | 94,869 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||