Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in USB — US Bancorp De
CIK 1510434
Seattle, WA
Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,933,835
+$239,496 QoQ
Shares Held
37,182
+17.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.71932655586036.ToString("F0")%
Shared 0.ToString("F0")%
None 2.2806734441396372.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,532,649 across 35 Banks - Regional names. USB ranks #1 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
37,182 | $1,933,835 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,693 | $1,392,746 | |
| 3 | FITB |
Fifth Third Bancorp
|
27,765 | $1,289,961 | |
| 4 | MTB |
M&T Bank Corp
|
4,304 | $889,722 | |
| 5 | FBP |
First Bancorp /Pr/
|
37,725 | $805,805 | |
| 6 | PFBC |
Preferred Bank
|
8,510 | $771,771 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
11,896 | $713,402 | |
| 8 | HBT |
HBT Financial, Inc.
|
25,516 | $681,787 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,933,835 | 37,182 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,694,339 | 31,753 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,506,977 | 31,181 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,261,343 | 27,875 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $962,320 | 22,793 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $514,985 | 10,767 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $616,851 | 13,489 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $547,701 | 13,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $596,700 | 13,349 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $683,044 | 15,782 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $608,832 | 18,416 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $666,020 | 20,158 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $871,833 | 24,184 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,147,335 | 26,309 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,510,427 | 37,461 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,792,340 | 38,947 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,068,438 | 38,917 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,209,278 | 39,332 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,214,199 | 37,251 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,250,770 | 39,508 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,105,872 | 38,074 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,936,047 | 41,555 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,581,164 | 44,105 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,642,356 | 44,605 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,746,063 | 50,684 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||