Position in USB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,867,927
-$34,256 QoQ
Shares Held
93,596
+1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.4315141672721.ToString("F0")%
Shared 0.ToString("F0")%
None 2.5684858327278945.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GHP Investment Advisors, Inc. holds $31,334,710 across 64 Banks - Regional names. USB ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
48,740 | $5,497,384 | |
| 2 | USB |
US Bancorp De
This page
|
93,596 | $4,867,927 | |
| 3 | RF |
Regions Financial Corp
|
156,483 | $4,087,335 | |
| 4 | FNB |
Fnb Corp/Pa/
|
227,728 | $3,807,611 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
193,442 | $3,027,366 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
14,157 | $2,945,930 | |
| 7 | INDB |
Independent Bank Corp
|
35,763 | $2,689,734 | |
| 8 | TFC |
Truist Financial Corp
|
46,936 | $2,157,647 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,867,927 | 93,596 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,902,183 | 91,870 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,441,816 | 91,906 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,109,378 | 90,815 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,719,624 | 88,101 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,122,802 | 86,197 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,838,896 | 83,947 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,307,208 | 83,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,645,240 | 81,549 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,578,044 | 82,672 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,687,414 | 81,289 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,693,883 | 81,534 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,997,665 | 83,153 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,605,500 | 82,676 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,582,149 | 88,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,975,115 | 86,378 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,487,986 | 84,440 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,542,524 | 80,871 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,679,830 | 78,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,454,142 | 78,184 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,264,124 | 77,095 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,522,436 | 75,605 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,589,947 | 72,244 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,531,816 | 68,762 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,949,835 | 56,599 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||