Skip to main content
Equibles

EP Wealth Advisors, LLC

Position in USB — US Bancorp \De\

CIK 1540569 TORRANCE, CA
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$7,760,554
+$1,309,598 QoQ
Shares Held
128,486
+3.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#410
of 2,063 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names. USB ranks #1 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
This page 		128,486 $7,760,554
2 PNC
Pnc Financial Services Group, Inc.
 17,159 $4,224,888
3 UBSI
United Bankshares Inc/Wv
 86,817 $3,978,823
4 RF
Regions Financial Corp
 112,611 $3,400,852
5 FCNCA
First Citizens Bancshares Inc /De/
 1,207 $2,511,513
6 COLB
Columbia Banking System, Inc.
 64,751 $2,075,269
7 MTB
M&T Bank Corp
 6,925 $1,648,219
8 FITB
Fifth Third Bancorp
 24,943 $1,406,036

All Filings in USB

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,760,554 128,486
2026-03-31 $6,450,956 124,033
2025-12-31 $6,801,905 127,472
2025-06-30 $6,029,743 133,254
2025-03-31 $4,362,254 103,322
2024-12-31 $4,783,956 100,020
2024-09-30 $4,533,123 99,128
2024-06-30 $3,217,288 81,040
2024-03-31 $2,842,160 63,583
2023-12-31 $2,575,809 59,515
2023-09-30 $2,305,075 69,724
2023-06-30 $2,351,435 1,470,425
2023-03-31 $52,200 1,448
2022-12-31 $3,017,114 69,184
2022-09-30 $3,894,387 96,587
2022-06-30 $4,831,777 104,993
2022-03-31 $5,322,015 100,132
2021-12-31 $1,520,353 27,067
2021-09-30 $1,561,548 26,271
2021-06-30 $1,497,057 26,278
2021-03-31 $1,327,495 24,001
2020-12-31 $955,467 20,508
2020-09-30 $734,100 20,477
2020-06-30 $729,919 19,824
2020-03-31 $722,003 20,958