Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$675,332
+$91,000 QoQ
Shares Held
11,181
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,115
of 2,052 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, 2026Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. USB ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
167,942 | $4,062,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,211 | $2,514,152 | |
| 3 | MTB |
M&T Bank Corp
|
6,263 | $1,490,656 | |
| 4 | WBS |
Webster Financial Corp
|
17,900 | $1,367,918 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
58,604 | $1,303,352 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
34,246 | $1,156,144 | |
| 7 | TFC |
Truist Financial Corp
|
17,395 | $866,618 | |
| 8 | KEY |
Keycorp /New/
|
32,664 | $752,905 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,332 | 11,181 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $584,332 | 11,235 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $546,886 | 10,249 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $497,605 | 10,296 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $452,092 | 9,991 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $446,518 | 10,576 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $559,658 | 11,701 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $505,270 | 11,049 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $600,899 | 15,136 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $574,082 | 12,843 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $528,621 | 12,214 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $415,233 | 12,560 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $414,916 | 12,558 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,106,662 | 30,698 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,308,125 | 29,996 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,225,284 | 30,389 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,411,801 | 30,678 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,671,780 | 31,454 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,791,205 | 31,889 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,848,702 | 31,102 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,721,291 | 30,214 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,671,136 | 30,214 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,545,530 | 33,173 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,262,278 | 35,210 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,221,429 | 33,173 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,246,917 | 36,195 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||