Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,003,908
+$169,824 QoQ
Shares Held
16,621
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#963
of 2,047 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 87%
Shared 4%
None 9%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST CO OF OKLAHOMA holds $1,747,018 across 2 Banks - Regional names. USB ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
16,621 | $1,003,908 | |
| 2 | ABCB |
Ameris Bancorp
|
8,233 | $743,110 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,908 | 16,621 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $834,084 | 16,037 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $589,467 | 11,047 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $216,373 | 4,477 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||