Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$427,730
-$42,104 QoQ
Shares Held
8,224
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $13,191,462 across 7 Banks - Regional names. USB ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
146,124 | $9,686,559 | |
| 2 | HBNC |
Horizon Bancorp Inc /In/
|
82,814 | $1,372,227 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,349 | $527,274 | |
| 4 | FFIC |
Flushing Financial Corp
|
32,511 | $499,368 | |
| 5 | MBIN |
Merchants Bancorp
|
11,137 | $477,888 | |
| 6 | USB |
US Bancorp De
This page
|
8,224 | $427,730 | |
| 7 | INBK |
First Internet Bancorp
|
9,834 | $200,416 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,730 | 8,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $469,834 | 8,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $420,760 | 8,706 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $371,231 | 8,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $346,372 | 8,204 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $403,015 | 8,426 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $682,520 | 14,925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $382,112 | 9,625 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $470,735 | 10,531 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $448,424 | 10,361 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $355,725 | 10,760 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $407,350 | 12,329 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $395,792 | 10,979 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $513,158 | 11,767 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $435,939 | 10,812 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $649,112 | 14,105 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $574,179 | 10,803 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $606,804 | 10,803 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,093,874 | 18,403 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,048,418 | 18,403 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,017,869 | 18,403 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $878,174 | 18,849 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $675,736 | 18,849 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $694,020 | 18,849 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $649,348 | 18,849 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||