Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,583,496
-$163,136 QoQ
Shares Held
30,446
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MCDONALD PARTNERS LLC holds $9,176,395 across 8 Banks - Regional names. USB ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFBK |
Cf Bankshares Inc.
|
59,427 | $1,658,607 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
105,314 | $1,648,164 | |
| 3 | USB |
US Bancorp De
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|
30,446 | $1,583,496 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
7,431 | $1,546,316 | |
| 5 | KEY |
Keycorp /New/
|
62,530 | $1,253,726 | |
| 6 | PKBK |
Parke Bancorp, Inc.
|
33,448 | $949,923 | |
| 7 | FMNB |
Farmers National Banc Corp /Oh/
|
21,060 | $277,149 | |
| 8 | FITB |
Fifth Third Bancorp
|
5,575 | $259,014 |
All Filings in USB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,583,496 | 30,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,746,632 | 32,733 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,857,853 | 38,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,476,713 | 54,734 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,296,979 | 54,405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,559,813 | 53,519 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,401,465 | 52,514 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,950,421 | 49,129 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,310,677 | 51,693 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,742,480 | 63,366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,284,379 | 69,098 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,251,444 | 68,143 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,428,976 | 67,378 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,745,359 | 40,022 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,688,238 | 41,871 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,290,599 | 49,774 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,442,880 | 45,962 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,864 | 51 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,135,144 | 35,921 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,886,162 | 33,108 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $1,885,739 | 34,094 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $1,556,804 | 33,415 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||