Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$254,223
+$43,856 QoQ
Shares Held
4,209
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,589
of 2,052 holders
Holding Since
Mar 2021
6 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, 2026SIGMA INVESTMENT COUNSELORS INC holds $254,223 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,209 | $254,223 |
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,223 | 4,209 | Shares | Sole | 2026-07-28 | |
| 2022-03-31 | $210,367 | 3,958 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $227,713 | 4,054 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $235,263 | 3,958 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $225,487 | 3,958 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $214,713 | 3,882 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||