Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,135,656
+$39,411 QoQ
Shares Held
194,879
+3.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026&PARTNERS holds $184,961,378 across 72 Banks - Regional names. USB ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
354,209 | $73,707,350 | |
| 2 | TFC |
Truist Financial Corp
|
428,968 | $19,719,658 | |
| 3 | USB |
US Bancorp De
This page
|
194,879 | $10,135,656 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
575,550 | $9,007,357 | |
| 5 | FITB |
Fifth Third Bancorp
|
107,836 | $5,010,060 | |
| 6 | KEY |
Keycorp /New/
|
248,033 | $4,973,061 | |
| 7 | FHN |
First Horizon Corp
|
211,544 | $4,814,741 | |
| 8 | MTB |
M&T Bank Corp
|
20,532 | $4,244,375 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,135,656 | 194,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,096,245 | 189,210 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,052,064 | 187,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,642,091 | 168,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,642,829 | 133,653 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,523,629 | 136,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,568,975 | 99,912 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,662,040 | 41,865 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $281,475 | 6,297 | Shares | Sole | 2024-04-11 | |
| 2020-06-30 | $257,740 | 7,000 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $206,700 | 6,000 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||