Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,818
+$6,844 QoQ
Shares Held
295
+39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,927
of 2,044 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $405,419 across 27 Banks - Regional names. USB ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
1,712 | $264,538 | |
| 2 | USB |
US Bancorp De
This page
|
295 | $17,818 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
72 | $17,727 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
415 | $13,300 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
190 | $9,800 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,597 | $9,310 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
969 | $9,283 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
200 | $9,166 |
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,818 | 295 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,974 | 211 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,942 | 355 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,015 | 290 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,335 | 140 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $38,040 | 901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,696 | 140 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,975 | 240 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,447 | 641 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $19,346 | 447 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $14,777 | 447 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $14,768 | 447 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,114 | 447 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $24,639 | 565 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,023 | 447 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $34,054 | 740 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $442,952 | 8,334 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $391,898 | 6,977 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $391,709 | 6,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $356,119 | 6,251 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $293,585 | 5,308 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $236,351 | 5,073 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||