Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,639,384
+$774,365 QoQ
Shares Held
76,811
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#92
of 640 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LYNCH & ASSOCIATES/IN holds $13,758,947 across 9 Banks - Regional names. USB ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
130,000 | $5,679,700 | |
| 2 | USB |
US Bancorp De
This page
|
76,811 | $4,639,384 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
50,334 | $1,063,557 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
32,000 | $711,680 | |
| 5 | RF |
Regions Financial Corp
|
15,281 | $461,486 | |
| 6 | KEY |
Keycorp /New/
|
16,975 | $391,273 | |
| 7 | AVBC |
Avidia Bancorp, Inc.
|
15,206 | $319,173 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
16,250 | $288,112 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,639,384 | 76,811 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,865,019 | 74,313 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,910,220 | 73,280 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,450,230 | 71,389 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,160,486 | 69,845 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,910,900 | 68,946 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,218,050 | 67,281 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,016,122 | 65,955 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,555,886 | 64,380 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,668,008 | 59,687 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,584,032 | 59,705 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,898,734 | 57,433 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,770,151 | 53,576 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $3,015,582 | 83,650 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $3,788,662 | 86,876 | Shares | Sole | 2023-10-24 | |
| 2022-09-30 | $3,621,703 | 89,824 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $4,214,971 | 91,590 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,812,891 | 90,553 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,969,753 | 88,477 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $5,224,716 | 87,899 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,929,614 | 86,530 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,394,268 | 79,448 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,637,793 | 78,081 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,725,675 | 76,030 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,868,462 | 77,905 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,086,498 | 60,566 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||