Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$687,110
+$92,220 QoQ
Shares Held
11,376
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,106
of 2,047 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, 2026FORBES J M & CO LLP holds $1,422,076 across 2 Banks - Regional names. USB ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,985 | $734,966 | |
| 2 | USB |
US Bancorp De
This page
|
11,376 | $687,110 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,110 | 11,376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $594,890 | 11,438 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $610,331 | 11,438 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $552,798 | 11,438 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $512,682 | 11,330 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $535,222 | 12,677 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $606,340 | 12,677 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $579,719 | 12,677 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $511,812 | 12,892 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $566,661 | 12,677 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $557,965 | 12,892 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $419,101 | 12,677 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $459,553 | 13,909 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $501,419 | 13,909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $605,175 | 13,877 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $559,520 | 13,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,171 | 13,889 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $738,200 | 13,889 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $790,705 | 14,077 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $821,876 | 13,827 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $844,409 | 14,822 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $819,804 | 14,822 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $691,395 | 14,840 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $532,014 | 14,840 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $546,408 | 14,840 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $518,644 | 15,055 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||