Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$459,281
+$64,838 QoQ
Shares Held
7,604
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,278
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,877,603 across 14 Banks - Regional names. USB ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,109 | $1,322,151 | |
| 2 | USB |
US Bancorp De
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|
7,604 | $459,281 | |
| 3 | LYG |
Lloyds Banking Group plc
|
10,663 | $62,165 | |
| 4 | KEY |
Keycorp /New/
|
1,098 | $25,308 | |
| 5 | NWG |
NatWest Group plc
|
131 | $2,309 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9 | $2,215 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
169 | $1,619 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
22 | $742 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,281 | 7,604 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $394,443 | 7,584 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $404,682 | 7,584 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $370,159 | 7,659 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,430 | 120 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,934 | 259 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $10,857 | 227 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||