Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$344,280
+$47,823 QoQ
Shares Held
5,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,417
of 2,047 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $344,280 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,700 | $344,280 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,280 | 5,700 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $296,457 | 5,700 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $304,152 | 5,700 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $275,481 | 5,700 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $257,925 | 5,700 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $354,859 | 8,405 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $402,011 | 8,405 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $401,052 | 8,770 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $348,169 | 8,770 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $405,429 | 9,070 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $392,549 | 9,070 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $320,185 | 9,685 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $332,381 | 10,060 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $373,477 | 10,360 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $451,799 | 10,360 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $437,672 | 10,855 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $499,545 | 10,855 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $576,942 | 10,855 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $647,751 | 11,532 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $694,376 | 11,682 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $696,856 | 12,232 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $677,823 | 12,255 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $575,619 | 12,355 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $460,850 | 12,855 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||