Position in USB
as of Dec 31, 2024
· filed Jan 14, 2025
Position Value
$963,152
+$16,770 QoQ
Shares Held
20,137
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Dec 31, 2024SignalPoint Asset Management, LLC holds $1,258,127 across 2 Banks - Regional names. USB ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
20,137 | $963,152 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
4,971 | $294,975 |
All Filings in USB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 | $963,152 | 20,137 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $946,382 | 20,695 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $821,551 | 20,694 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $939,057 | 21,008 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $909,226 | 21,008 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $694,491 | 21,007 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $694,071 | 21,007 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $768,802 | 21,326 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $930,026 | 21,326 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $860,469 | 21,341 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $977,740 | 21,246 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,130,766 | 21,275 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,195,016 | 21,275 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,268,509 | 21,341 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,226,564 | 21,530 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,298,457 | 23,476 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,079,909 | 23,179 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $844,841 | 23,566 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $883,459 | 23,994 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $798,998 | 23,193 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||