Position in USB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,234,810
+$252,340 QoQ
Shares Held
81,423
+9.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $37,605,712 across 9 Banks - Regional names. USB ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
836,607 | $21,852,174 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
120,989 | $6,971,386 | |
| 3 | USB |
US Bancorp De
This page
|
81,423 | $4,234,810 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
24,988 | $1,498,530 | |
| 5 | MTB |
M&T Bank Corp
|
6,090 | $1,258,924 | |
| 6 | TRMK |
Trustmark Corp
|
19,755 | $832,475 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
21,309 | $416,804 | |
| 8 | ECBK |
ECB Bancorp, Inc. /MD/
|
20,000 | $334,600 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,234,810 | 81,423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,982,470 | 74,634 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,134,305 | 23,470 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,061,022 | 23,448 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $992,381 | 23,505 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,147,346 | 23,988 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,090,797 | 23,853 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $915,164 | 23,052 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,021,797 | 22,859 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $987,736 | 22,822 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $750,825 | 22,711 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $751,660 | 22,750 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $821,831 | 22,797 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $993,653 | 22,785 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $919,699 | 22,810 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,051,971 | 22,859 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,214,424 | 22,849 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,283,428 | 22,849 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,367,714 | 23,010 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,307,974 | 22,959 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,281,753 | 23,174 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,077,347 | 23,124 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $828,995 | 23,124 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $934,786 | 25,388 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $866,348 | 25,148 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||