Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$21,804
+$3,029 QoQ
Shares Held
361
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,909
of 2,047 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $249,057 across 14 Banks - Regional names. USB ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGC |
Peapack Gladstone Financial Corp
|
1,082 | $51,211 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
138 | $33,978 | |
| 3 | KB |
KB Financial Group Inc.
|
322 | $33,797 | |
| 4 | KEY |
Keycorp /New/
|
1,400 | $32,270 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
395 | $27,330 | |
| 6 | USB |
US Bancorp De
This page
|
361 | $21,804 | |
| 7 | FITB |
Fifth Third Bancorp
|
309 | $17,418 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
64 | $9,889 |
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,804 | 361 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,775 | 361 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,262 | 361 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,447 | 361 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,335 | 361 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,241 | 361 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $33,289 | 696 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,508 | 361 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $14,331 | 361 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $16,136 | 361 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,624 | 361 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,934 | 361 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $11,927 | 361 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $12,004 | 333 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14,522 | 333 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,426 | 333 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $15,324 | 333 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $17,698 | 333 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $18,704 | 333 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $19,793 | 333 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $18,971 | 333 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $15,514 | 333 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||