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MONETA GROUP INVESTMENT ADVISORS LLC

Position in USB — US Bancorp De

CIK 1120927 ST LOUIS, MO

Position in USB

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$4,028,122
-$226,004 QoQ
Shares Held
77,449
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 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

MONETA GROUP INVESTMENT ADVISORS LLC holds $32,443,020 across 16 Banks - Regional names. USB ranks #3 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 USB
US Bancorp De
This page
77,449 $4,028,122

All Filings in USB

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,028,122 77,449
2025-12-31 $4,254,126 79,725
2025-09-30 $4,484,879 92,797
2025-06-30 $3,637,692 80,391
2025-03-31 $3,754,286 88,922
2024-12-31 $4,269,975 89,274
2024-09-30 $4,214,522 92,161
2024-06-30 $4,475,222 112,726
2024-03-31 $4,827,063 107,988
2023-12-31 $4,611,657 106,554
2023-09-30 $3,480,986 105,293
2023-06-30 $3,288,933 99,544
2023-03-31 $3,848,373 106,751
2022-12-31 $1,799,086 41,254
2022-09-30 $1,857,018 46,057
2022-06-30 $2,194,003 47,675
2022-03-31 $1,534,015 28,862
2021-12-31 $1,596,014 28,414
2021-09-30 $1,318,973 22,190
2021-06-30 $1,258,011 22,082
2021-03-31 $1,133,025 20,485
2020-12-31 $607,021 13,029
2020-09-30 $427,009 11,911
2020-06-30 $482,010 13,091
2020-03-31 $504,003 14,630