Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,672,345
+$728,379 QoQ
Shares Held
93,913
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#461
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026BOSTON RESEARCH & MANAGEMENT INC holds $7,096,505 across 2 Banks - Regional names. USB ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
93,913 | $5,672,345 | |
| 2 | INDB |
Independent Bank Corp
|
17,011 | $1,424,160 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,672,345 | 93,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,943,966 | 95,058 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,072,294 | 95,058 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,776,598 | 98,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,436,264 | 98,039 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,930,386 | 93,093 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,521,896 | 94,541 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,253,393 | 93,011 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,594,080 | 90,531 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,944,372 | 88,241 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,717,578 | 85,896 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,667,908 | 80,699 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,495,445 | 75,528 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,252,692 | 62,488 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,989,749 | 45,626 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,730,977 | 42,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,038,271 | 44,291 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,354,066 | 44,291 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,558,037 | 45,541 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,706,957 | 45,541 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,643,464 | 46,401 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,586,627 | 46,766 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,217,963 | 47,606 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,769,412 | 49,356 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,108,791 | 57,273 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,851,239 | 53,737 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||