Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,146
-$2,745 QoQ
Shares Held
615
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,859
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $1,229,180 across 75 Banks - Regional names. USB ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROW |
Arrow Financial Corp
|
4,905 | $201,055 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,178 | $179,143 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
8,728 | $154,747 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
2,991 | $147,665 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
2,985 | $117,370 | |
| 6 | WTFC |
Wintrust Financial Corp
|
686 | $110,253 | |
| 7 | WAL |
Western Alliance Bancorporation
|
964 | $79,240 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
1,990 | $63,779 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,146 | 615 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $39,891 | 767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,211 | 435 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,023 | 435 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,778 | 415 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,798 | 540 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,545 | 555 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,941 | 611 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $21,438 | 540 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,138 | 540 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $54,100 | 1,250 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $33,952 | 1,027 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $33,932 | 1,027 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $38,249 | 1,061 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $46,095 | 1,057 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,456 | 1,053 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $75,334 | 1,637 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $80,894 | 1,522 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $99,645 | 1,774 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $141,586 | 2,382 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $73,548 | 1,291 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $44,745 | 809 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $65,505 | 1,406 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $50,261 | 1,402 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $110,128 | 2,991 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $116,751 | 3,389 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||