Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,888,353
+$860,231 QoQ
Shares Held
80,933
+4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#506
of 2,052 holders
Holding Since
Mar 2020
26 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $50,243,161 across 21 Banks - Regional names. USB ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSUN |
Firstsun Capital Bancorp
|
333,000 | $12,913,740 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
219,551 | $12,679,070 | |
| 3 | EFSC |
Enterprise Financial Services Corp
|
99,578 | $6,560,198 | |
| 4 | USB |
US Bancorp \De\
This page
|
80,933 | $4,888,353 | |
| 5 | FMBH |
First Mid Bancshares, Inc.
|
66,368 | $3,191,637 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
64,389 | $1,899,475 | |
| 7 | HWBK |
Hawthorn Bancshares, Inc.
|
44,745 | $1,758,478 | |
| 8 | BFC |
Bank First Corp
|
6,500 | $964,275 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,888,353 | 80,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,028,122 | 77,449 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,254,126 | 79,725 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,484,879 | 92,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,637,692 | 80,391 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,754,286 | 88,922 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,269,975 | 89,274 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,214,522 | 92,161 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,475,222 | 112,726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,827,063 | 107,988 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,611,657 | 106,554 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,480,986 | 105,293 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,288,933 | 99,544 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,848,373 | 106,751 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,799,086 | 41,254 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,857,018 | 46,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,194,003 | 47,675 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,534,015 | 28,862 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,596,014 | 28,414 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,318,973 | 22,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,258,011 | 22,082 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,133,025 | 20,485 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $607,021 | 13,029 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $427,009 | 11,911 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $482,010 | 13,091 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $504,003 | 14,630 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||