Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,011,156
+$92,036 QoQ
Shares Held
16,741
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#957
of 2,047 holders
Holding Since
Sep 2023
12 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, 2026BANK OF STOCKTON holds $2,331,141 across 2 Banks - Regional names. USB ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,361 | $1,319,985 | |
| 2 | USB |
US Bancorp De
This page
|
16,741 | $1,011,156 |
All Filings in USB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,156 | 16,741 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $919,120 | 17,672 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $848,957 | 15,910 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $733,697 | 15,181 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $687,981 | 15,204 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $638,577 | 15,125 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $700,996 | 14,656 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $608,712 | 13,311 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $482,434 | 12,152 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $427,913 | 9,573 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $397,007 | 9,173 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $276,183 | 8,354 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||