Position in USB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,600,336
+$639,317 QoQ
Shares Held
88,451
+19.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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 Mar 31, 20261834 INVESTMENT ADVISORS CO holds $18,987,791 across 5 Banks - Regional names. USB ranks #3 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
187,020 | $8,597,309 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
111,894 | $4,634,649 | |
| 3 | USB |
US Bancorp De
This page
|
88,451 | $4,600,336 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
13,178 | $790,284 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
|
6,772 | $365,213 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,600,336 | 88,451 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,961,019 | 74,232 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $854,764 | 17,686 | Shares | Sole | 2025-10-31 | |
| 2022-06-30 | $101,336 | 2,202 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $124,105 | 2,335 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $139,301 | 2,480 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $138,792 | 2,335 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $133,024 | 2,335 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $110,232 | 1,993 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $92,853 | 1,993 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $71,449 | 1,993 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $73,382 | 1,993 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $68,658 | 1,993 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||