Freestone Capital Holdings, LLC

Position in USB — US Bancorp De

CIK 1470876 Seattle, WA

Position in USB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$882,383

+$123,766 QoQ

Shares Held

14,609

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,017

of 2,052 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $5,735,223 across 8 Banks - Regional names. USB ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QCRH	Qcr Holdings Inc	10,674	$1,039,113
2	USB	US Bancorp De This page	14,609	$882,383
3	HFWA	Heritage Financial Corp /Wa/	26,212	$776,399
4	AVBC	Avidia Bancorp, Inc.	34,756	$729,528
5	TCBK	Trico Bancshares /	12,116	$652,446
6	BMRC	Bank of Marin Bancorp	23,258	$644,246
7	PNC	Pnc Financial Services Group, Inc.	2,091	$514,846
8	COLB	Columbia Banking System, Inc.	15,484	$496,262

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,383	14,609	+0.2%	Shares	Defined	2026-07-31
2026-03-31	$758,617	14,586	+3.9%	Shares	Defined	2026-05-13
2025-12-31	$749,014	14,037	+0.1%	Shares	Defined	2026-01-23
2025-09-30	$677,634	14,021	+142.8%	Shares	Defined	2025-11-12
2025-06-30	$261,273	5,774	-3.7%	Shares	Defined	2025-08-05
2025-03-31	$253,235	5,998	-7.2%	Shares	Defined	2025-05-13
2024-12-31	$309,125	6,463	+12.7%	Shares	Defined	2025-02-06
2024-09-30	$262,353	5,737	-46.0%	Shares	Defined	2024-11-14
2024-06-30	$422,050	10,631	+2.8%	Shares	Defined	2024-11-22
2024-03-31	$462,421	10,345	-82.7%	Shares	Defined	2024-11-22
2023-12-31	$2,583,210	59,686	+675.6%	Shares	Defined	2024-02-13
2023-09-30	$254,396	7,695	-11.5%	Shares	Defined	2023-11-14
2023-06-30	$287,414	8,699	+12.5%	Shares	Defined	2023-08-09
2023-03-31	$278,810	7,734	-4.1%	Shares	Defined	2023-05-12
2022-12-31	$351,583	8,062	-13.7%	Shares	Defined	2023-02-13
2022-09-30	$376,669	9,342	-11.6%	Shares	Defined	2022-11-09
2022-06-30	$486,293	10,567	-20.1%	Shares	Defined	2022-08-09
2022-03-31	$703,227	13,231	+4.8%	Shares	Defined	2022-05-12
2021-12-31	$709,258	12,627	+9.0%	Shares	Defined	2022-02-14
2021-09-30	$688,552	11,584	+6.4%	Shares	Defined	2021-11-15
2021-06-30	$620,061	10,884	+14.0%	Shares	Defined	2021-08-16
2021-03-31	$527,878	9,544	-41.1%	Shares	Defined	2021-05-17
2020-12-31	$754,338	16,191	+0.8%	Shares	Defined	2021-02-16
2020-09-30	$576,001	16,067	+1.1%	Shares	Defined	2020-11-06
2020-06-30	$584,959	15,887	+19.0%	Shares	Defined	2020-08-04
2020-03-31	$459,941	13,351	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.