West Family Investments, Inc.

Position in USB — US Bancorp \De\

CIK 1568303 CARLSBAD, CA

Position in USB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$277,057

-$208,679 QoQ

Shares Held

5,327

-41.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

West Family Investments, Inc. holds $4,526,059 across 10 Banks - Regional names. USB ranks #7 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBN	Icici Bank Ltd	45,580	$1,180,522
2	KB	KB Financial Group Inc.	6,269	$625,207
3	WF	Woori Financial Group Inc.	9,186	$611,787
4	SHG	Shinhan Financial Group Co Ltd	8,515	$522,139
5	MFG	Mizuho Financial Group Inc	55,655	$441,900
6	HDB	Hdfc Bank Ltd	12,924	$321,549
7	USB	US Bancorp \De\ This page	5,327	$277,057
8	TFC	Truist Financial Corp	5,256	$241,618

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$277,057	5,327	-41.5%	Shares	Sole	2026-05-07
2025-12-31	$485,736	9,103	0.0%	Shares	Sole	2026-02-11
2025-09-30	$439,947	9,103	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$408,019	9,017	+69.3%	Shares	Sole	2025-08-13
2025-03-31	$224,905	5,327	-14.6%	Shares	Sole	2025-05-02
2024-12-31	$298,220	6,235	-1.4%	Shares	Sole	2025-02-07
2024-09-30	$289,059	6,321	+21.7%	Shares	Sole	2024-11-08
2024-06-30	$206,162	5,193	+0.2%	Shares	Sole	2024-08-05
2024-03-31	$231,680	5,183	+2.1%	Shares	Sole	2024-05-13
2023-12-31	$219,775	5,078	+37.9%	Shares	Sole	2024-02-06
2021-06-30	$209,763	3,682	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.