Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,560,071
+$137,234 QoQ
Shares Held
25,829
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#818
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. USB ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,085 | $2,975,568 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,861 | $1,952,220 | |
| 3 | USB |
US Bancorp De
This page
|
25,829 | $1,560,071 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,558 | $1,525,467 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,700 | $1,363,043 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,865 | $1,204,953 | |
| 7 | FRME |
First Merchants Corp
|
26,101 | $1,140,352 | |
| 8 | TMP |
Tompkins Financial Corp
|
11,964 | $1,130,837 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,071 | 25,829 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,422,837 | 27,357 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,337,628 | 25,068 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,107,820 | 22,922 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $896,266 | 19,807 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $656,774 | 15,556 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $619,350 | 12,949 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $582,920 | 12,747 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $488,349 | 12,301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $531,617 | 11,893 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $511,353 | 11,815 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $432,358 | 13,078 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $412,008 | 12,470 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $457,654 | 12,695 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $533,917 | 12,243 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $504,000 | 12,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $566,644 | 12,313 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $644,922 | 12,134 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $690,553 | 12,294 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $713,874 | 12,010 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $686,659 | 12,053 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $664,217 | 12,009 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $547,479 | 11,751 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $394,672 | 11,009 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $386,352 | 10,493 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $351,011 | 10,189 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||