Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,638,569
+$2,113,581 QoQ
Shares Held
275,473
-1.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#47
of 763 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $20,004,607 across 94 Banks - Regional names. USB ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
275,473 | $16,638,569 | |
| 2 | UMBF |
Umb Financial Corp
|
4,062 | $579,891 | |
| 3 | TFC |
Truist Financial Corp
|
11,095 | $552,752 | |
| 4 | FITB |
Fifth Third Bancorp
|
9,685 | $545,943 | |
| 5 | MTB |
M&T Bank Corp
|
1,942 | $462,215 | |
| 6 | RF |
Regions Financial Corp
|
13,617 | $411,233 | |
| 7 | SFNC |
Simmons First National Corp
|
10,488 | $237,553 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
507 | $124,833 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,638,569 | 275,473 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,524,988 | 279,273 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,059,099 | 282,217 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,655,061 | 282,538 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,710,820 | 325,101 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,203,836 | 265,368 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $12,031,301 | 251,543 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,191,868 | 244,738 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,049,578 | 253,138 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,887,920 | 265,949 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $11,770,948 | 271,972 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $9,670,612 | 292,517 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,665,852 | 292,550 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,956,955 | 331,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,122,245 | 392,622 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,048,206 | 398,021 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $18,807,545 | 408,682 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $22,006,226 | 414,040 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $25,630,595 | 456,304 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $27,301,624 | 459,314 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $26,611,655 | 467,117 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $26,538,125 | 479,807 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,460,146 | 460,617 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,584,819 | 462,617 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $16,910,763 | 459,282 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $16,047,051 | 465,807 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||