Position in USB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$236,586
-$121,512 QoQ
Shares Held
3,917
-41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,629
of 2,052 holders
Holding Since
Dec 2022
10 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, 2026First Heartland Consultants, Inc. holds $438,732 across 2 Banks - Regional names. USB ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
3,917 | $236,586 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
821 | $202,146 |
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,586 | 3,917 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $358,098 | 6,711 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $321,684 | 6,656 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,003 | 6,873 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $259,357 | 6,143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $302,381 | 6,322 | Shares | Sole | 2025-02-18 | |
| 2023-12-31 | $578,047 | 13,356 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,221,104 | 36,936 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $980,924 | 29,689 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $346,219 | 7,939 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||