Convergence Investment Partners, LLC
Position in USB — US Bancorp De
CIK 1456133
PALM BEACH GARDENS, FL
Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,297,857
+$474,543 QoQ
Shares Held
38,044
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#287
of 1,110 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Convergence Investment Partners, LLC holds $34,528,695 across 9 Banks - Regional names. USB ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,156 | $6,932,570 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
70,623 | $4,886,405 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
63,472 | $4,447,483 | |
| 4 | CATY |
Cathay General Bancorp
|
71,716 | $4,445,674 | |
| 5 | FBP |
First Bancorp /Pr/
|
149,368 | $3,894,023 | |
| 6 | WTFC |
Wintrust Financial Corp
|
23,992 | $3,855,994 | |
| 7 | USB |
US Bancorp De
This page
|
38,044 | $2,297,857 | |
| 8 | FITB |
Fifth Third Bancorp
|
37,273 | $2,101,079 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,857 | 38,044 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,823,314 | 35,057 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,857,781 | 34,816 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,713,685 | 35,458 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,608,863 | 35,555 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $241,732 | 5,054 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $235,921 | 5,159 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $203,462 | 5,125 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $238 | 5,321 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $231 | 5,340 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,472 | 44,527 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,541 | 46,627 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,720 | 47,701 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,722,115 | 39,489 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,402,047 | 34,773 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,396,154 | 30,338 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $244,064 | 4,592 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $258,550 | 4,603 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $281,270 | 4,732 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $286,388 | 5,027 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $286,948 | 5,188 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $243,991 | 5,237 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,738,258 | 48,487 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,881,354 | 51,096 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||