Bollard Group LLC

Position in USB — US Bancorp \De\

CIK 1556218 BOSTON, MA

Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$961,024

+$134,065 QoQ

Shares Held

15,911

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#987

of 2,052 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 34% None 66%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $1,444,209 across 5 Banks - Regional names. USB ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\ This page	15,911	$961,024
2	INDB	Independent Bank Corp	3,055	$255,764
3	GBCI	Glacier Bancorp, Inc.	1,557	$80,310
4	IBN	Icici Bank Ltd	2,761	$80,151
5	KEY	Keycorp /New/	2,905	$66,960

All Filings in USB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,024	15,911	+0.1%	Shares	Defined	2026-08-12
2026-03-31	$826,959	15,900	+18.2%	Shares	Defined	2026-05-14
2025-12-31	$717,531	13,447	-3.4%	Shares	Defined	2026-02-13
2025-09-30	$673,091	13,927	-0.8%	Shares	Defined	2025-11-14
2025-06-30	$635,400	14,042	-4.6%	Shares	Defined	2025-08-13
2025-03-31	$621,478	14,720	-6.9%	Shares	Defined	2025-05-15
2024-12-31	$756,622	15,819	-55.3%	Shares	Defined	2025-02-14
2024-09-30	$1,618,567	35,394	+67.0%	Shares	Defined	2024-11-13
2024-06-30	$841,322	21,192	+1.9%	Shares	Defined	2024-08-14
2024-03-31	$929,402	20,792	+2.5%	Shares	Defined	2024-05-13
2023-12-31	$878,194	20,291	0.0%	Shares	Defined	2024-02-13
2023-09-30	$670,820	20,291	-35.4%	Shares	Defined	2023-11-14
2023-06-30	$1,037,059	31,388	+1.2%	Shares	Defined	2023-08-14
2023-03-31	$1,118,595	31,029	-87.8%	Shares	Defined	2023-05-12
2022-12-31	$11,112,089	254,806	-2.9%	Shares	Defined	2023-02-10
2022-09-30	$10,580,734	262,419	+0.4%	Shares	Defined	2022-11-09
2022-06-30	$12,031,330	261,437	+0.8%	Shares	Defined	2022-08-12
2022-03-31	$13,784,293	259,347	+1.6%	Shares	Defined	2022-05-12
2021-12-31	$14,334,190	255,193	+0.2%	Shares	Defined	2022-02-11
2021-09-30	$15,137,228	254,664	+10.0%	Shares	Defined	2021-11-12
2021-06-30	$13,193,397	231,585	+8.6%	Shares	Defined	2021-08-12
2021-03-31	$11,794,083	213,236	+0.6%	Shares	Defined	2021-05-11
2020-12-31	$9,870,603	211,861	-35.2%	Shares	Defined	2021-02-04
2020-09-30	$11,716,747	326,827	+0.6%	Shares	Defined	2020-11-12
2020-06-30	$11,965,358	324,969	-5.7%	Shares	Defined	2020-08-13
2020-03-31	$11,867,990	344,499	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.