Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,931,521
+$1,258,631 QoQ
Shares Held
98,204
+9.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#456
of 2,044 holders
Holding Since
Jun 2025
5 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, 2026Edgemoor Investment Advisors, Inc. holds $6,137,456 across 2 Banks - Regional names. USB ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
98,204 | $5,931,521 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
2,939 | $205,935 |
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,931,521 | 98,204 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,672,890 | 89,846 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,494,566 | 84,231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,278,320 | 67,832 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $371,547 | 8,211 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||