Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,738,898
+$380,453 QoQ
Shares Held
45,346
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#653
of 2,044 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LS Investment Advisors, LLC holds $3,231,570 across 2 Banks - Regional names. USB ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
45,346 | $2,738,898 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
6,856 | $492,672 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,738,898 | 45,346 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,358,445 | 45,346 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,354,529 | 62,866 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,133,765 | 64,841 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,538,142 | 78,191 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,093,923 | 73,281 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,827,882 | 80,031 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,969,980 | 64,946 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,612,101 | 65,796 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,427,344 | 54,303 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,382,693 | 55,053 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,200,010 | 66,546 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,822,255 | 55,153 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,402,588 | 66,646 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,976,033 | 68,242 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,570,359 | 63,749 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,462,636 | 75,242 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $3,949,417 | 74,307 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,384,237 | 78,053 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,639,470 | 78,053 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,446,679 | 78,053 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,323,371 | 114,326 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,453,918 | 117,062 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,771,957 | 105,215 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,246,745 | 115,338 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $4,145,230 | 120,326 | Shares | Defined | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||