Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,625,062
+$355,186 QoQ
Shares Held
26,905
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#802
of 2,044 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, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. USB ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,625,062 | 26,905 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,269,876 | 24,416 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,204,815 | 22,579 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,037,258 | 21,462 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $970,703 | 21,452 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $971,904 | 23,020 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,078,470 | 22,548 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,010,587 | 22,099 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $804,719 | 20,270 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,045,175 | 23,382 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $941,816 | 21,761 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $574,913 | 17,390 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $480,732 | 14,550 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $483,610 | 13,415 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $629,117 | 14,426 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $514,200 | 12,753 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $582,705 | 12,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $589,486 | 11,091 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $577,876 | 10,288 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $636,067 | 10,701 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $397,593 | 6,979 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $338,220 | 6,115 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $300,319 | 6,446 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $191,008 | 5,328 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $202,730 | 5,506 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $255,860 | 7,427 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||