Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,107,554
+$245,853 QoQ
Shares Held
18,337
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#932
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, 2026ASPIRIANT, LLC holds $3,175,597 across 7 Banks - Regional names. USB ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
18,337 | $1,107,554 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
44,773 | $793,825 | |
| 3 | TFC |
Truist Financial Corp
|
9,606 | $478,570 | |
| 4 | BCAL |
California BanCorp \ CA
|
13,912 | $289,926 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,162 | $286,107 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
14,362 | $137,587 | |
| 7 | LYG |
Lloyds Banking Group plc
|
14,070 | $82,028 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,554 | 18,337 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $861,701 | 16,568 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $943,458 | 17,681 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $862,110 | 17,838 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $918,394 | 20,296 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $849,424 | 20,119 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $955,356 | 19,974 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $949,857 | 20,771 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $792,729 | 19,968 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,020,366 | 22,827 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,534,881 | 35,464 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,165,034 | 35,240 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,636,206 | 49,522 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,769,189 | 49,076 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,248,095 | 51,550 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,084,705 | 51,704 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,379,280 | 51,701 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,594,889 | 48,822 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,749,128 | 48,943 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,541,279 | 25,930 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,483,783 | 26,045 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,446,743 | 26,157 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,245,257 | 26,728 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $980,640 | 27,354 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,165,647 | 31,658 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,257,907 | 36,514 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||