Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$383,238
+$29,414 QoQ
Shares Held
6,345
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,362
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $3,659,562 across 8 Banks - Regional names. USB ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,703 | $2,142,852 | |
| 2 | USB |
US Bancorp De
This page
|
6,345 | $383,238 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
17,175 | $304,512 | |
| 4 | IBN |
Icici Bank Ltd
|
7,717 | $224,024 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,880 | $218,715 | |
| 6 | FLG |
Flagstar Bank, National Association
|
10,024 | $149,758 | |
| 7 | LYG |
Lloyds Banking Group plc
|
23,163 | $135,040 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
10,587 | $101,423 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,238 | 6,345 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $353,824 | 6,803 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $592,456 | 11,103 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $415,782 | 8,603 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $366,660 | 8,103 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $344,346 | 8,156 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $376,756 | 7,877 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $321,070 | 7,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,520 | 7,066 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $316,163 | 7,073 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $337,757 | 7,804 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,018 | 8,591 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $268,615 | 8,130 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $255,342 | 7,083 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,070 | 7,133 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,650 | 7,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $335,163 | 7,283 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $389,802 | 7,334 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $507,664 | 9,038 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $525,092 | 8,834 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $568,845 | 9,985 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $580,755 | 10,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $544,637 | 11,690 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $471,786 | 13,160 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $526,967 | 14,312 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $590,094 | 17,129 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||