Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,882,932
+$2,394,588 QoQ
Shares Held
180,181
+10.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#355
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Boston Trust Walden Corp holds $526,478,187 across 13 Banks - Regional names. USB ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
2,114,015 | $122,084,365 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
732,331 | $113,159,785 | |
| 3 | IBOC |
International Bancshares Corp
|
1,306,605 | $99,236,649 | |
| 4 | EWBC |
East West Bancorp Inc
|
418,269 | $53,994,345 | |
| 5 | SRCE |
1St Source Corp
|
386,741 | $31,550,330 | |
| 6 | CATY |
Cathay General Bancorp
|
500,057 | $30,998,533 | |
| 7 | UMBF |
Umb Financial Corp
|
197,886 | $28,250,204 | |
| 8 | LKFN |
Lakeland Financial Corp
|
293,880 | $18,138,272 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,882,932 | 180,181 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $8,488,344 | 163,206 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,125,013 | 96,046 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $4,637,069 | 95,946 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $11,113,444 | 245,601 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $10,808,151 | 255,996 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $8,849,936 | 185,029 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $8,623,579 | 188,576 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $7,532,915 | 189,746 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $8,972,675 | 200,731 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $33,790,729 | 780,747 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $27,306,601 | 825,971 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $29,288,274 | 886,449 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $41,539,873 | 1,152,285 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $90,310,466 | 2,070,866 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $80,329,495 | 1,992,299 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $91,928,584 | 1,997,579 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $105,975,253 | 1,993,890 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $111,104,090 | 1,977,997 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $112,019,851 | 1,884,587 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $102,953,278 | 1,807,149 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $91,773,338 | 1,659,254 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $60,232,437 | 1,292,819 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $40,960,739 | 1,142,559 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $42,154,997 | 1,144,894 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $44,409,288 | 1,289,094 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||