Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$917,415
+$150,736 QoQ
Shares Held
15,189
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,000
of 2,047 holders
Holding Since
Mar 2022
18 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, 2026MATHER GROUP, LLC. holds $8,017,800 across 54 Banks - Regional names. USB ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,299 | $1,304,719 | |
| 2 | USB |
US Bancorp De
This page
|
15,189 | $917,415 | |
| 3 | TFC |
Truist Financial Corp
|
16,167 | $805,439 | |
| 4 | MTB |
M&T Bank Corp
|
3,072 | $731,166 | |
| 5 | FITB |
Fifth Third Bancorp
|
11,497 | $648,085 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
7,629 | $534,564 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,046 | $487,512 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
23,268 | $412,541 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,415 | 15,189 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $766,679 | 14,741 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $783,484 | 14,683 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $448,985 | 9,290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $380,959 | 8,419 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $371,071 | 8,789 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $524,073 | 10,957 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $418,383 | 9,149 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $788,243 | 19,855 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $541,898 | 12,123 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $529,877 | 12,243 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $555,242 | 16,795 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $377,482 | 11,425 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $307,650 | 8,534 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,033,993 | 23,710 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,071,665 | 26,579 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,016,673 | 22,092 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $982,584 | 18,487 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||