Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,257,809
+$1,537,513 QoQ
Shares Held
293,363
+14.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Horizon Investments, LLC holds $106,973,359 across 54 Banks - Regional names. USB ranks #1 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
293,363 | $15,257,809 | |
| 2 | KEY |
Keycorp /New/
|
533,426 | $10,695,191 | |
| 3 | MTB |
M&T Bank Corp
|
51,040 | $10,550,988 | |
| 4 | TFC |
Truist Financial Corp
|
223,531 | $10,275,720 | |
| 5 | RF |
Regions Financial Corp
|
347,732 | $9,082,759 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
142,137 | $8,523,955 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
32,842 | $6,834,091 | |
| 8 | EWBC |
East West Bancorp Inc
|
35,223 | $3,760,407 |
All Filings in USB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,257,809 | 293,363 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,720,296 | 257,127 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,407,712 | 256,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,959,685 | 242,203 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,271,877 | 30,125 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,385,204 | 28,961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,296,765 | 28,357 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,129,862 | 28,460 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,269,301 | 28,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,331,710 | 53,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,548,993 | 46,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,457,658 | 44,118 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,480,249 | 41,061 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,493,881 | 57,186 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,986,445 | 49,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,772,966 | 38,526 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $493,657 | 9,288 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,492,717 | 26,575 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,105,286 | 18,595 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $876,198 | 15,380 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $339,160 | 6,132 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $326,091 | 9,096 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||