Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,292,766
+$956,061 QoQ
Shares Held
54,516
+21.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#598
of 2,052 holders
Holding Since
Mar 2021
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 Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $9,100,119 across 11 Banks - Regional names. USB ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
54,516 | $3,292,766 | |
| 2 | TFC |
Truist Financial Corp
|
62,556 | $3,116,539 | |
| 3 | VLY |
Valley National Bancorp
|
25,055 | $367,055 | |
| 4 | MTB |
M&T Bank Corp
|
1,465 | $348,684 | |
| 5 | FULT |
Fulton Financial Corp
|
12,446 | $301,068 | |
| 6 | HWC |
Hancock Whitney Corp
|
3,941 | $294,471 | |
| 7 | HOPE |
Hope Bancorp Inc
|
21,453 | $293,477 | |
| 8 | ONB |
Old National Bancorp /In/
|
11,143 | $288,603 |
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,292,766 | 54,516 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,336,705 | 44,928 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $1,914,076 | 35,871 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,733,113 | 35,860 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,622,438 | 35,855 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,511,560 | 35,802 | Shares | Sole | 2025-04-30 | |
| 2022-09-30 | $2,136,960 | 53,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,439,060 | 53,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,816,950 | 53,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,977,010 | 53,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,150,320 | 53,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,019,410 | 53,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,931,430 | 53,000 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||