Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$321,871
+$44,710 QoQ
Shares Held
5,329
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,450
of 2,052 holders
Holding Since
Dec 2025
3 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, 2026Allen Investment Management, LLC holds $47,661,173 across 2 Banks - Regional names. USB ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
3,543,361 | $47,339,302 | |
| 2 | USB |
US Bancorp \De\
This page
|
5,329 | $321,871 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,871 | 5,329 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $277,161 | 5,329 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $284,355 | 5,329 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||