Welch & Forbes LLC

Position in USB — US Bancorp De

CIK 105495 Boston, MA

Position in USB

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,482,940

+$203,234 QoQ

Shares Held

24,552

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#834

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $5,769,939 across 5 Banks - Regional names. USB ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	9,520	$2,344,014
2	USB	US Bancorp De This page	24,552	$1,482,940
3	TFC	Truist Financial Corp	19,990	$995,901
4	MTB	M&T Bank Corp	2,058	$489,824
5	SMBC	Southern Missouri Bancorp, Inc.	6,000	$457,260

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,482,940	24,552	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$1,279,706	24,605	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,312,922	24,605	+1.3%	Shares	Sole	2026-02-10
2025-09-30	$1,174,274	24,297	-4.7%	Shares	Sole	2025-11-04
2025-06-30	$1,153,739	25,497	-5.5%	Shares	Sole	2025-08-05
2025-03-31	$1,139,391	26,987	-1.9%	Shares	Sole	2025-05-02
2024-12-31	$1,315,707	27,508	-3.5%	Shares	Sole	2025-02-07
2024-09-30	$1,302,984	28,493	-13.2%	Shares	Sole	2024-11-04
2024-06-30	$1,302,874	32,818	-5.0%	Shares	Sole	2024-08-02
2024-03-31	$1,543,669	34,534	-8.6%	Shares	Sole	2024-05-03
2023-12-31	$1,634,555	37,767	-71.5%	Shares	Sole	2024-02-06
2023-09-30	$4,377,144	132,400	-6.3%	Shares	Sole	2023-11-03
2023-06-30	$4,666,371	141,234	-4.5%	Shares	Sole	2023-07-28
2023-03-31	$5,332,840	147,929	-27.0%	Shares	Sole	2023-04-14
2022-12-31	$8,832,813	202,541	-2.5%	Shares	Sole	2023-02-02
2022-09-30	$8,378,213	207,793	-1.6%	Shares	Other	2022-10-31
2022-06-30	$9,720,804	211,230	-1.9%	Shares	Sole	2022-07-22
2022-03-31	$11,449,307	215,415	-0.9%	Shares	Other	2022-04-25
2021-12-31	$12,205,460	217,295	-1.2%	Shares	Other	2022-01-19
2021-09-30	$13,068,597	219,862	-2.9%	Shares	Other	2021-10-13
2021-06-30	$12,906,154	226,543	+0.1%	Shares	Sole	2021-07-22
2021-03-31	$12,519,307	226,348	-9.6%	Shares	Sole	2021-04-14
2020-12-31	$11,665,623	250,389	-4.9%	Shares	Other	2021-01-20
2020-09-30	$9,437,763	263,257	-1.8%	Shares	Other	2020-10-23
2020-06-30	$9,867,686	267,998	-2.4%	Shares	Sole	2020-07-15
2020-03-31	$9,456,352	274,495	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.